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Top three for the FPI Financial Planner of the Year award announced

02 August 2018 | Awards

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 2018 FPI Financial Planner of the Year competition. In this final round, taking place today, the three entrants will be required to answer questions, posed by a panel of judges, related to industry trends, topics, technical information and legislative changes.

Finalists announced in the FAIRLADY Santam Women of the Future Awards 2018

02 August 2018 | Awards

The entrepreneurs who entered the 2018 FAIRLADY Santam Woman of the Future, Rising Star and Social Entrepreneur awards all inspired us with their brilliant ideas as well as their commitment to seeing them through – and, as always, it has been tremendously difficult to choose the finalists.

Appointment at Mergence Investment Managers

01 August 2018 | Appointments

New appointment at Mergence Investment Managers.

STANLIB appoints global professional to drive investment performance

31 July 2018 | Appointments

STANLIB has appointed Mark Lovett, an investment professional with over 30 years’ experience in the global asset management industry, as head of investments effective 1 July 2018.

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Question

Are financial advisers ready for the combined impact of COFI and AI?

Answer

Yes, fully prepared and already adapting Somewhat prepared, but still facing implementation challenges Not yet prepared, more time and support needed Unsure / still assessing the impact

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