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Intermediary Bodies

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Why You Can Trust Your Financial Advisor

Why You Can Trust Your Financial Advisor

When it comes to managing your finances, trusting your financial advisor is essential. A good financial advisor can help you navigate complex financial decisions, plan for your future, and ensure that you are making the best possible choices with your hard-earned money.

2024 Announcement of Financial Planner of the Year Finalists

2024 Announcement of Financial Planner of the Year Finalists

The importance of early planning and preparation when exiting the business, you built

The importance of early planning and preparation when exiting the business, you built

24 June 2024 | General

As a business owner, the idea of exiting your company may seem like a distant dream, especially when you're focused on achieving success and growth. However, planning for your eventual departure is a critical step that should begin long before you're ready to leave.

The Insurance Institute of South Africa (IISA) is now a Chartered Insurance Institute (CII) affiliated institute

The Insurance Institute of South Africa (IISA) is now a Chartered Insurance Institute (CII) affiliated institute

30 April 2024 | Associations / Bodies

The IISA is delighted to announce the successful renewal of our affiliation status with CII affiliated institute. As a Chartered professional body of more than a century’s standing, the CII – supported by its Societies – grants Chartered titles to individuals and organisations that meet a strict qualifying criterion.

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Which of the FSCA’s AI learnings will present the greatest challenge to South Africa’s financial services institutions?

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The secret is out: The 2023 Financial Planning Institute of Southern Africa Financial Planner of the Year finalists have been announced

The secret is out: The 2023 Financial Planning Institute of Southern Africa Financial Planner of the Year finalists have been announced

FIA Advice Summit 2023 speaker announcement – book now! CPD accredited

FIA Advice Summit 2023 speaker announcement – book now! CPD accredited

Overall service increased by 30%

Overall service increased by 30%

FIA Awards: And the winners are...

FIA Awards: And the winners are...

Financial advisers must embrace strategic customer management in two-pot system

Financial advisers must embrace strategic customer management in two-pot system

14 August 2023 | General
Financial advisers can help keep the lid on customers’ retirement savings pots

Financial advisers can help keep the lid on customers’ retirement savings pots

09 May 2023 | General
The Entries for the 2023 Financial Planner of the Year Award close on 23 May 2023

The Entries for the 2023 Financial Planner of the Year Award close on 23 May 2023

Challenges and opportunities for intermediaries in 2023

Challenges and opportunities for intermediaries in 2023

21 February 2023 | General
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