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FANews

Doing Business Better Blog

Keeping clients through good and bad times – Part 1
Keeping clients through good and bad times – Part 1 Myra Knoesen11 April 2019

Better Business
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Improving financial planning at your practice (Part 2)
Improving financial planning at your practice (Part 2) Myra Knoesen13 March 2019

In the continuation of ‘Improving financial planning at your practice’ Patrick Hannon, Enterprise account executive at Advicent, continues with his tips to improve the financial planning side of your practice.

Better Business
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Improving financial planning at your practice (part 1)
Improving financial planning at your practice (part 1) Myra Knoesen13 March 2019

Designed with a financial adviser in mind, here are ideas Patrick Hannon, Enterprise account executive at Advicent, shares to improve the financial planning side of your practice.

Better Business
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Quick Polls

QUESTION

The Financial Sector Conduct Authority (FSCA) released a notice extending the CPD cycle for 2018 until 31 July 2019. What is your opinion on this?

ANSWER

I am relieved as it means that I have more time to catch up on those CPD hours and activities
Why should individuals be given more time when they had 12 months to comply
Instead of waiting for the last minute, I proactively implemented the necessary actions timeously and effectively
The regulator’s actions are questionable
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FAnews April 2019 Get the latest issue of FAnews

This month's headlines

Differences aside… in the name of fairness
Advice… now more important than ever
COFI… is this a reason to be positive?
Cyber cover: One size does not fit all
The need for member education
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