Close This website uses modern features that are not supported by your browser. Click here for more information.
Please upgrade to a modern browser to view this website properly. Google Chrome Mozilla Firefox Opera Safari
Financial Services Intelligence Watch
Sub Menu
Search
24 May 2019 Financial Service Intelligence Watch

Appointment of Ms Lelané Bezuidenhout as CEO of FPI effective 1 June 2019

FPI (Financial Planning Institute)

The Financial Planning Institute of Southern Africa (FPI) has announced the appointment of Ms Lelané Bezuidenhout CFP® as Chief Executive Officer with effect from 1 June 2019.

Lelané started her career in the Financial Sector in 1999 when she joined one of the major insurance companies ...

Read More

Testing the digital banking waters

Legalbrief Forensic

Central bankers have always been protective of the currencies they keep. Stability is a top priority, which has made them rather cautious about solutions that threaten that position. Yet, lately, they’ve thrown that caution to the wind as more regulators actively start experimenting with the idea of cryptocurrencies ...

Read More

Ponzi case in court

A pensioner and former police officer who was allegedly defrauded of R400 000 of his pension money was the first witness to take the stand in the multi-million rand Ponzi trial against siblings Mervyn Dennis and Mary-Anne Peter, notes IOL. The trial finally proceeded in the Pinetown Magistrate’s Court on ...

Read More

Working Smart

By Lee Rossini

Most financial advice businesses start off small, usually with the founder playing the role of owner, manager and financial adviser. However, as the business grows, planning and implementing organisational structures becomes more of a priority as the need for specialised positions and departments arises. The organisational chart, job design and analysis form an important part of this process. The information gathered from these exercises, specifically the job analysis, is subsequently used to draw up the job descriptions (JD).    

CPD

Subscribers are reminded that they can now complete their monthly CPD quizzes and claim CPD hours. For more on accessing the CPD quizzes, please click on the CPD FAQs button on the top bar of the screen.