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The Health Insurance Challenge: Speak to experts before making costly mistakes

16 April 2021 | FIA - Financial Intermediaries Association

It’s that time of the year again: The 2021 Financial Planning Institute of Southern Africa Awards are open for entry

30 March 2021 | FPI - Financial Planning Institute

On Monday 25th October 2021 the FPI will be hosting the prestigious awards ceremony where excellence in the Financial Planning Profession is recognised.

The FPI and Money Smart Week: The financial vaccination program South Africa needs

18 March 2021 | FPI - Financial Planning Institute

Fintech marketplace Hadeda launches Money EQ for financial advisors

01 March 2021 | General

Hadeda – the first-of-its-kind financial services technology digital marketplace – has launched Hadeda Money EQ, an international behavioural discovery process that enables financial advisors to identify their clients’ financial personalities and decision-making styles.

quick poll

Question

COFI is coming, bringing a wave of change for financial planners. Which one of the following disruptors will have the biggest impact on your business?

Answer

Adviser categorisation Omni CBR Remuneration models We are ready for all of it

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