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Protecting client information in an increasingly digital financial planning environment
Financial planning is built on trust. Clients share personal details with their financial planners, including their income, debt, investments, retirement plans, identity documents, banking information and tax details. They expect...
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What we heard at the 2026 FPi Professionals Convention
CAPE TOWN, South Africa – 16 October 2026 – The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South...
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