AI use surges among financial planners, but governance remains uneven
The FPSB’s second global study finds growing use in client service and research, alongside reported efficiency gains and concerns about privacy and reliability.
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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.
AI could change financial advice. But who is thinking for the client?
FSCA deputy commissioner Farzana Badat offers a glimpse into the regulator’s thinking on accountability, privacy, and human oversight.
Trevor Manuel: Good regulation is only as strong as its enforcement
The former finance minister says South Africa’s challenge is not a shortage of regulation, but ensuring institutions have the people, skills, and capacity to implement it effectively.
The AI token: the tiny unit behind a trillion-dollar bet
Understanding tokens helps explain not only the rising cost of using AI, but also the assumptions behind the enormous investment in AI infrastructure.
Behind the rewards, a much bigger Vitality business
What began as a programme rewarding healthier behaviour now spans insurance, healthcare, technology and more than 50 million members worldwide.
Consumers are doing the maths – and AI is changing the equation
Financial pressure is prompting South Africans to scrutinise value more closely, while AI is giving them new ways to research and compare businesses before they engage.
A paradigm, not an upgrade: Understanding the socio-technical shift of agentic AI
The emergence of AI systems capable of planning and acting autonomously presents a governance challenge that cannot be addressed simply by treating them as more advanced technological tools.
When AI becomes the risk, who will insure it?
iTOO is building an AI insurance book cautiously, using performance data, international experience, and reinsurance to price a risk that is still evolving.
Why I’m bracing for a surge in stock market volatility
Rising bond yields and widening credit spreads suggest mounting risk, but equity valuations have yet to reflect it, raising the prospect of sharper market drawdowns.
AI trade is evolving, not ending, says Ninety One
The biggest technology momentum unwind in 27 years is coinciding with a shift on where value will be created across the AI ecosystem.
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.
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.
Why the second half of 2026 demands a different investment playbook
After an unpredictable first half, Morningstar outlines the risks, opportunities, and investment themes it believes will shape markets for the rest of 2026.
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.
