Financial security on paper means little when benefits fail
The Deputy Pension Funds Adjudicator and the FAIS Ombud warn that financial protection depends on more than products and paperwork.
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FAIS Ombud highlights risks of failing to inform clients properly
Providers need evidence that clients were informed of material policy requirements, as a case involving a stolen Toyota Prado illustrates.
FSCA imposes R4.1m penalty and 25-year debarment on Du Plessis
The case began with a public warning in 2024 over alleged unrealistic returns and claims that Du Plessis had misrepresented his links to Sanlam Private Wealth.
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.
South Africa’s healthcare laws are stuck in 1998. AI isn’t waiting.
AI is reshaping healthcare and insurance, but outdated legislation, rising costs, and the need for trusted advice raise questions about how far technology can go.
PSG earnings rise as Wealth outperforms other divisions
Recurring headline earnings increased 5%, but lower performance fees and storm-related claims weighed on Asset Management and Insure, while return on equity declined.
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.
COFI: What must an advice file prove beyond compliance?
The FSCA’s Lezanne Botha explains why signed forms and completed disclosures are not enough, and what evidence can show that advice was suitable and customers were treated fairly.
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.
Regulation 28: What the fact sheet tells you and what it leaves unanswered
Asset-allocation percentages provide a starting point, but assessing issuer concentrations and overlapping holdings requires more detailed evidence than a fund fact sheet can provide.
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.
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.
