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Getting financial advice practices COFI-Ready

03 September 2025 | General

The soon-to-be-enacted Conduct of Financial Institutions (COFI) Bill is the next step in South Africa’s outcomes-based, principles-led market conduct regulation.

The great wealth transfer: Why Capturing the Next Generation Matters

18 August 2025 | General

A global shift in generational wealth is quietly reshaping the future of financial advice.

New thinking in unlocking opportunity in Africa’s insurance markets

18 August 2025 | General

Conducting cross-border business in Africa presents a formidable challenge for insurance and reinsurance brokers, who must navigate four persistent hurdles: capacity constraints, fragmented regulation, hard currency shortages and a shortage of technical skills.

Friends: The One Where They Get Each Other

13 August 2025 | General

In an era of digital overload and a growing ‘friendship recession’, your greatest value as a financial adviser lies in the one thing AI can’t imitate – understanding the human heart behind the numbers.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Comparing adviser attitudes across South Africa and the UK

13 August 2025 | General

Reimagining risk advice in a digital everything future

11 August 2025 | General

From risk transfer agent to risk advisor – the evolving role of the insurance broker

31 July 2025 | General

Africa’s brokers must think beyond borders

30 July 2025 | General

Why the modern broker is more than just a middleman

24 July 2025 | General

How Gen AI can triple your client servicing capacity

14 July 2025 | General

Clients want brokers to guide them through evolving risks

08 July 2025 | General

Acquisition, exit strategies and value maximisation for intermediaries

03 July 2025 | General

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Intermediaries / Brokers