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Top three for the sought-after FPI Financial Planner of the Year award announced

01 June 2015

The Financial Planning Institute (FPI), a South African Qualifications Authority (SAQA) recognised professional body, has recently announced the names of the top three professional financial planners who progressed to the third and final round of the 2015 FPI Financial Planner of the Year competition. In this final round, the three entrants will be required to present to a panel of judges on a selected topic and required to answer questions related to industry trends, topics, technical information and legislative changes.

Sanlam Private Wealth named ‘Top Wealth Manager in SA’ for second year running

28 May 2015

Sanlam Private Wealth has been named the top wealth manager in South Africa in the 2015 Intellidex’s Top Private Banks and Wealth Managers survey. “To receive the award for a second year running is an acknowledgement of the quality of our team, their continued hard work and our client centric business model,” says Daniël Kriel, CEO of Sanlam Private Wealth.

PSG names Financial Planner of the Year

20 May 2015

PSG Konsult, the JSE-listed financial services firm, announced today that Riaan Strydom, a partner at PSG Wealth Port Elizabeth, has been named as PSG’s Financial Planner of the Year for 2015. The award was made at a gala dinner at the firm’s annual conference and awards ceremony in Sun City late last week.