Intermediaries / Brokers / General

Using Generative AI in Advice Without Losing Trust: Morningstar South Africa’s Practical Principles for Advisers

Generative AI is quickly becoming part of the modern advice toolkit, promising to reduce administrative burden and improve practice efficiency.

Managing Client Expectations in Short-Term Insurance

Six ways IFAs can benefit from South Africa’s new conduct regulation

With the anticipated promulgation of the Conduct of Financial Institutions (COFI) Bill in September 2026, Independent Financial Advisers (IFAs) must act now to position their practices and take advantage of the opportunities it presents.

Adding advice value by navigating client emotions

A growing number of financial intermediaries are turning to behavioural insights to give them an edge in building trust with clients and delivering better financial outcomes. In fact, helping clients withstand volatile or uncertain markets is rated as one of the most valuable services advisers provide.