FPI News

Janet Hugo is financial planner of the year

Posted on 2018-10-19
Mark MacSymon, a director of Sterling Private Clients, was named the 2018 Financial Planner of the Year.

Retirement Planning: Why not South Africa? Why Not?

Posted on 2018-10-01
Retirement Planning: Why not South Africa? Why Not?

Five contenders make it onto round two of the 2018 FPI Financial Planner of the Year

Posted on 2018-07-06
Five contenders make it onto round two of the 2018 FPI Financial Planner of the Year.

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

Posted on 2018-07-06
Five contenders make it onto round two of the 2018 FPI Financial Planner of the Year.

Impact of RDR proposals on the investments sector

Posted on 2018-07-06
Impact of RDR proposals on the investments sector.

FPI Approved Professional Practice™ firms worth their weight in gold and it shows

Posted on 2018-07-03
FPI Approved Professional Practice™ firms worth their weight in gold and it shows

Financial Planning Standards Board Seeks Candidates for Board of Directors

Posted on 2018-06-29
Financial Planning Standards Board Seeks Candidates for Board of Directors

The risk in not taking risk

Posted on 2018-05-17
The risk in not taking risk: An overreliance on client risk profiling can result in sub-optimal advice

Estate Planning

Posted on 2018-05-17
Estate Planning: Dying without a will is one of the biggest mistakes you can make

Towards a sustainable retirement

Posted on 2018-05-16
Towards a sustainable retirement. Make sure that you and your financial planner are executing the same financial game plan