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.
#FinancialPlanningInstituteofSouthernAfrica
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.
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.
‘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.
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.
‘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.
Budget 2026: why advisers should revisit every client plan
From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
Planners as influencers: how to grow reach without losing trust
Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.
Nicola Langridge is the 2025 Financial Planner of the Year
Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.
FSCA is aligning its work with COFI before the Bill becomes law
The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.
Advice is evolving from transactions to trusted relationships
The industry is moving beyond sales models towards relationship-led, purpose-driven engagement built on trust, transparency, and technology.
Tech, sustainability, and transparency will be currency of financial advice
The transition from commission-based remuneration succeeds only when advisers clearly communicate what clients are paying for.
Umbrella funds boom – advisers should assess fit, not just fees
For smaller employers facing rising compliance and governance costs, umbrella funds usually deliver better cost-efficiency and reduced fiduciary risk.
Group benefits are a safety net – if they’re understood
Employee benefits specialist and Certified Financial Planner® Johann Peens unpacks the common pitfalls that can leave members exposed.
COFI countdown: FSPs urged to prepare with the precision of a World Cup coach
Compliance expert Anton Swanepoel says financial services providers must adopt a winning mindset, strategy, and tech-driven approach.
COFI is coming – and FSPs can’t afford to wait
Early preparation for COFI will give firms a competitive edge and help to avoid the compliance scramble seen during FAIS implementation.
