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.
#financialplanning
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.
Offshore investing: choosing the right structure for the people who will inherit
Albert Coetzee explains why offshore investment structures must account for situs tax, beneficiary circumstances, and succession planning to ensure wealth reaches the intended heirs.
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.
‘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.
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.
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.
When the client moves offshore, the insurance doesn’t have to
Cross-border clients can create complex insurance challenges – from foreign-currency liabilities and estate duty to tax residency, beneficiaries, and offshore compliance.
The South African client is becoming increasingly global
International mobility and digital assets are adding new layers of complexity to how advisers approach residence, wealth structuring, and succession planning.
What happens to your debt when you die
Debt does not die with you – it becomes part of your estate, potentially affecting what your family inherits and how quickly they can access it.
‘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.
