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What advisers and brokers need to know about financial crime

22 September 2025

The accelerated adoption of artificial intelligence (AI) and machine learning by financial institutions is playing right into the hands of criminal syndicates specialising in digital fraud and online harm. Digitalisation, coupled with the shift of financial transactions to non-bank networks, is also making it more difficult for enforcement agencies and regulators to tackle financial crime and fraud.

Next generation and legacy advisers can thrive together

17 September 2025

The world of financial advising has evolved from one of diaries, map books, manual premium calculations and a sales-driven focus to an advice-led profession leveraging Co-Pilot, MS Teams and product supplier applications to deliver the experience that the 21st century consumer expects.

Spring cleaning your insurance: Why advisers should use this season to reset and reconnect with members

10 September 2025

September always feels like a fresh start. The mornings are lighter; the air carries a hint of renewal and people instinctively start clearing out what no longer serves them.

Claims insights to reshape the broker-client conversation

08 September 2025

The latest Standard Bank Insurance Claims Insight Report opens with some sober reflections on the risk landscape in which brokers and insurers are initiating general insurance covers. In his report introduction, the bank’s Chief Risk Officer, Thabani Ndwandwe, described a “converging risk landscape” where extreme weather, infrastructure shortcomings and societal pressures were amplifying insurers’ loss exposures.

quick poll

Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

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