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Assupol will honour its Community Trust in annual Pro-am tournament

Assupol will honour its Community Trust in annual Pro-am tournament

18 June 2014

Corporate Pro-am golf tournaments have traditionally been an opportunity for networking and charity, and this year’s annual Assupol Pro-am golf tournament will be no different. The sporting event will be hosted for the benefit of the Assupol Cares Community Trust, a public benefit organisation initiated following the insurance company’s demutualisation.

Dr Michael Jordaan to open the FPI Professionals Convention

Dr Michael Jordaan to open the FPI Professionals Convention

28 May 2014

Dr Michael Jordaan to open the FPI Professionals Convention on Wednesday, 25 June in Sandton.

Mutual & Federal at the annual SAUMA Conference 2014

Mutual & Federal at the annual SAUMA Conference 2014

21 May 2014

On 16 May 2014 Mutual & Federal attended the annual SAUMA (South African Underwriting Managers Association) Conference, held in Bryanston, Johannesburg. The SAUMA Conference 2014 saw industry professionals gathering to discuss trends, market developments and opportunities in the niche insurance and UMA (Underwriting Management Agencies) arena.

Learning from elite advisors

Learning from elite advisors

16 May 2014

The financial planning business is not about sales, but about trust, said Barry O’Mahoney on Thursday, founder of Veritas Wealth and current Financial Planner of the Year. Planners and advisors had to be competent, through appropriate courses or designations such as the Certified Financial Planner, but trust was also about people. O’Mahoney was speaking at the Discovery Financial Planning Summit on Thursday.

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If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

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Develop social skills to win business

Develop social skills to win business

16 May 2014
An efficient South Africa is capable of five percent per annum growth - Goldman Sachs

An efficient South Africa is capable of five percent per annum growth - Goldman Sachs

16 May 2014
Improved customer service and fair advisor remuneration will be key features of new financial services landscape – Financial Services Board

Improved customer service and fair advisor remuneration will be key features of new financial services landscape – Financial Services Board

15 May 2014
Maintaining a personal brand can set financial advisors apart in their industry

Maintaining a personal brand can set financial advisors apart in their industry

15 May 2014
Succession planning is crucial for success

Succession planning is crucial for success

15 May 2014
Adrian Gore's remarks at the Discovery Financial Planning Summit

Adrian Gore's remarks at the Discovery Financial Planning Summit

15 May 2014
Colin Coleman to join speaker line-up at the Discovery Financial Planning Summit

Colin Coleman to join speaker line-up at the Discovery Financial Planning Summit

14 May 2014
Post-election tax policy under scrutiny at Tax Indaba

Post-election tax policy under scrutiny at Tax Indaba

25 April 2014