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Data-driven financial advice

01 July 2025 | General

The financial services industry is evolving rapidly, and at the heart of this transformation lies the power of technology and data. For financial advisers, the challenge is not about being replaced by technology but about leveraging it to enhance their role, improve client outcomes, and drive business efficiency.

Benchmark 2025 confirms urgent need for early financial advice

25 June 2025 | General

The sustainability of South Africa’s group risk and retirement system is under threat as old models fail to meet modern health and savings needs. This message crystallised during the launch of Sanlam Benchmark 2025, the 44th edition of South Africa’s most comprehensive retirement fund industry research.

What 40 presenters said about the human side of financial advice

19 June 2025 | General

Have you ever glanced at an event programme that left you feeling somewhat overwhelmed? Imagine, for example, being a journalist tasked with covering an event featuring over 40 presenters, each given eight-or-so minutes to share insights on human-centred financial advice. This was the daunting challenge that faced your writer as he ported into the virtual part of the hybrid Global Financial Planning Conference (GFPC 2025) event, curated by PROPULSION.

The future of advice remains deeply human

04 June 2025 | General

Financial services providers need to think about the future differently and embrace emerging technology to keep up with clients’ needs. This was among the powerful messages delivered during the two-day-long PSG Financial Services Annual Conference, held at Sun City.

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