Adviser usage falls, according to latest Old Mutual Monitor
Fewer respondents are using advisers as AI tools gain traction, and many remain unsure where to turn for financial guidance.
AI
How deglobalisation is changing the rules for investors
Fairtree Capital’s Chantelle Baptiste argues that investors who focus only on today’s headlines risk missing the bigger forces shaping tomorrow’s opportunities.
Financial firms urged to rethink graduate training as AI automates junior work
The expansion includes two amalgamated global equity feeder funds and a new rand-denominated feeder into a Troy-managed global flexible strategy.
AI can assist at every planning stage, but advisers remain accountable
New FPSB guidance says professional scrutiny should extend beyond factual accuracy to omissions, bias, assumptions, and the alternatives considered by AI models.
COFI at the heart of FSCA’s 2026 regulation plan
The Authority’s three-year roadmap also outlines upcoming reforms affecting financial markets, retirement funds, payment services, and cross-sector regulation.
Kandua launches AI home maintenance companion
Jess helps homeowners to diagnose repair problems, estimate costs, and connect with contractors, illustrating how AI is expanding beyond insurance into everyday customer services.
Connected data is strengthening the fight against tax evasion
Advanced data matching is helping SARS to identify businesses and individuals whose tax affairs do not align with their activities.
South Africans are using AI to shop, but stop short at checkout
Consumers are using AI to compare prices and find products, but most still want human control when it’s time to pay, Visa’s study finds.
Why uncertainty may be today’s biggest investment opportunity
From AI and gold to the future of the US dollar, Allan Gray and Orbis argue that investors don’t need to predict the future to build resilient portfolios.
AI policy rewrite begins as department traces source of fake references
Fictitious references in South Africa’s withdrawn draft National AI Policy may have originated from a translated Chilean source document.
OneSure uses AI to tackle operational complexity across insurers
The brokerage says InsureBot assists with policy interpretation and comparisons, while accountability stays with authorised staff.
Risk-off turn dents Coronation’s closing assets
The company said its closing assets dipped by 2% at the end of March even as average AUM rose by 15% over the half-year.
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.
AI impersonation exposes gaps in South African law
Existing legislation can offer some protection against deepfakes and fraud, but enforcement challenges and outdated frameworks leave victims vulnerable.
The office worker is not disappearing – but the job is changing fast
A new report suggests the next phase of AI will not simply automate tasks but reshape employee roles and change what companies value in their workforce.
Discovery Bank enters next phase of ‘super bank’ strategy
The bank says its AI-driven banking and fraud prevention systems have reduced fraud on flagged transactions by 85%.
Trust is an insurance broker’s ‘moat’ in the digital era
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.
