AI is changing what clients pay financial advisers for
Stafford Masie challenges advisers to rethink their value as AI makes information, analysis, and technical expertise increasingly accessible.
Best Practice
The COFI shift that could reshape customer disclosure
Section 31 of the Bill offers a window into a conduct framework built around relationships, outcomes, and ongoing institutional accountability.
Is climate volatility making some risks uninsurable?
Brokers’ local knowledge and risk-prevention advice could help keep more properties and businesses insurable as weather-related losses mount.
Why put a finance qualification on your 2027 to-do list?
What will still be useful when the world of work changes? A finance qualification can provide a foundation in knowledge, technology, and skills that can adapt with the industry.
Can advisers explain their AI-assisted recommendations?
Panellists at the FIA Advice Summit said advisers must question AI-generated recommendations, apply their own judgement, and remain accountable for the advice they give.
The missing step between financial advice and action
A three-part approach that helps planners understand clients’ wider relationships, adapt conversations to their readiness, and make implementation less daunting.
FIA Advice Summit 2026: Watch Moonstone’s interviews from the event
Moonstone covered the people and perspectives behind the conversations shaping financial advice. Watch our interviews with FIA leadership and industry representatives.
Would your planning practice survive without you?
Mark Hedderman challenges advisers to test how well their firms could maintain client relationships, service standards, and decision-making if the founder were suddenly absent.
FIA Advice Summit 2026: Why trust matters more than ever
From AI and climate risk to healthcare costs and regulatory reform, the summit explored how advisers can adapt while preserving sound judgement, accountability, and meaningful client relationships.
‘Understand the client’s life before investing their money’
Kim Potgieter explains how advisers can uncover clients’ goals, money beliefs, and emotional responses before recommending a financial solution.
Digital assets: three questions advisers need to be asking
Who can advise on digital assets, where can clients move them, and what can SARS see? A practical look at the questions advisers need to understand.
Compliance in a world without a rule for everything
Rianné Potgieter says greater regulatory discretion demands broader knowledge, ethical leadership, and accountability for the decisions planners make.
AI puts the onus on advisers to exercise professional judgement
An FPI convention panel explored the implications of AI for client data, technical competence, record-keeping, and the adviser-client relationship.
‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
COFI turns regulatory information into a supervisory tool
COFI would require FSPs to have systems capable of producing reliable, regulator-ready information when the FSCA requires it.
Unpaid contributions: what ‘doing enough’ looks like for trustees
An IRFA panel says trustees need clear escalation processes and persistent oversight to turn section 13A compliance into meaningful recovery action.
RE1 is just the start of the Key Individual journey
From regulatory exams to qualifications, Class of Business training, and CPD, MBSE can support professionals through the broader Fit and Proper requirements.
