
AI in financial advice: where investors draw the line
Morningstar’s behavioural study shows reactions hinge on the use case and on how advisers explain, govern, and remain accountable for AI-assisted work.

Morningstar’s behavioural study shows reactions hinge on the use case and on how advisers explain, govern, and remain accountable for AI-assisted work.

Lenders and dealers should dig deeper into living costs, dependants, and insurance obligations to avoid stretching consumers beyond their means.

Panellists at the F&I Virtual Summit say most data breaches still begin with staff mistakes, despite growing investment in digital systems and compliance controls.

Strong engagement, clear records of advice, and a culture of ethics can help F&I professionals build trust and improve customer outcomes.

The NFO says proactive disclosure, better underwriting conversations, and stronger intermediary oversight will benefit customers and insurers alike.

Advisers can reduce last-minute pressure by breaking the remaining hours into shorter, more manageable sessions instead of cramming courses into a final rush.

GIB Insurance Brokers says firms storing larger fuel volumes on-site should ensure insurers are informed and that sums insured reflect the increased exposure.

Santam’s Fanus Coetzee says the real value of an intermediary is not at sale, but when a client needs clarity, reassurance, and help after a loss.

MBSE’s CPD combinations help advisers and FSPs to complete their annual requirements while focusing on ethics, conduct, communication, and regulatory readiness.

As exams begin, MBSE shares practical strategies to help students use their study time more effectively.

The failures of generative AI are concentrated in citation-heavy, consequence-heavy tasks where verification is essential.

Financial institutions must move beyond monitoring and focus on resilience, containment, and recovery under compressed timelines.

With 31 May approaching, advisers face a tighter window and higher stakes – choosing CPD that delivers practical value, not just compliance.

As post-school study options come into focus, MBSE’s open days showcase flexible commerce pathways.

Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.

The law firm says recent FAIS Ombud and Tribunal decisions highlight disclosure, suitability, and record-keeping failures in replacement policy cases.

Allan Gray explores how embedded gains, tax rates, investment horizon, and executor’s fees affect the decision to switch offshore investments into endowments.