intermediaries

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FIA and Santam launch initiative to empower black intermediaries

FIA and Santam launch initiative to empower black intermediaries

02 Sep 2021

4 min read

Two ways COVID-19 affects financial advisers (and it’s not just income)

Two ways COVID-19 affects financial advisers (and it’s not just income)

13 May 2020

4 min read

Getting CPD savvy with Santam

Getting CPD savvy with Santam

31 Jan 2020

5 min read

Intermediaries should be comfortable with serving clients through both physical and digital interactions

Intermediaries should be comfortable with serving clients through both physical and digital interactions

25 Sep 2019

1 min read

Guidance note on requirements for Continuous Professional Development (CPD)

Guidance note on requirements for Continuous Professional Development (CPD)

07 Jun 2019

1 min read

Financial advisers and the future: Survival vs sustainability

Financial advisers and the future: Survival vs sustainability

04 Jul 2018

1 min read

The magic duo in financial planning: man and machine

The magic duo in financial planning: man and machine

19 Apr 2018

1 min read

Are financial advisers ready for RDR’s Phase 2?

Are financial advisers ready for RDR’s Phase 2?

15 Nov 2017

1 min read

FAIS clearly unclear!

FAIS clearly unclear!

26 Jun 2017

1 min read