A recent Old Mutual survey reveals that half of the independent financial advisers who participated in the survey feel ill-equipped with the necessary information to advise their customers effectively on the new Two-Pot Retirement System that will launch on 1 September 2024.

Large retailers and banks pivoting to fintech are coming for funeral parlours’ piece of the insurance resale pie, but parlours can win back market share by adjusting their business models and bringing back good old-fashioned personalised customer service.

Join the Financial Planning Institute of Southern Africa NPC (FPI) at the Annual Professionals Convention on August 13th and 14th in Cape Town. Featuring keynote speaker Brian Parsley and networking with industry leaders. Elevate your career and company standing. Register now for in-person or virtual attendance.

As South Africa prepares for Workers' Day, economic challenges persist despite salary adjustments. The nation grapples with a surging cost of living, prompting businesses to reassess talent retention strategies. Creative compensation tactics emerge amidst performance-based pay and impending transparency regulations.

Carmel Wealth has recently hired ex-PortfolioMetrix SA MD, Kathryn van Dongen, a qualified Chartered Accountant and well-known figure in the financial services industry. Kathryn joins Carmel Wealth on 1 May 2024 as COO and will be instrumental in formulating and driving the Group’s expansion strategies and business operations.

The Financial Sector Conduct Authority (FSCA) has noted various statements in the media by certain institutions indicating they are the first or only institutions currently licensed as crypto asset service providers (CASPs) under the Financial Advisory and Intermediary Services (FAIS) Act, No. 37 of 2002.