The FAIS Ombud has again made it clear that disclosure alone is not enough. Advice must be suitable, contextual and defensible.
In a recent ruling involving retirement annuity advice, the Ombud found that an adviser failed to properly consider the client’s personal circumstances, particularly the existence of a financially dependent ...
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Business Day reports that the Department of Trade, Industry & Competition intends publishing new norms and standards regulating gambling advertising before July 2026. The move follows mounting pressure over the scale and social impact of online betting marketing, with proposals expected to address advertising times, influencer and sports sponsorships, and ...
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Inspired by commentary from Michael Volkov, February 2026
Conflicts of interest are often treated as administrative formalities. In reality, they are among the most underestimated drivers of ethical breakdown and regulatory exposure.
As noted recently by compliance commentator Michael Volkov, several high-profile corporate scandals over the past year have shown ...
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By Lee Rossini
In today’s environment, clients no longer have to choose between human expertise and advanced technology. Powerful financial strategies emerge when experienced planners work hand-in-hand with artificial intelligence (AI). By combining emotional intelligence, professional judgment and cutting-edge data analysis, clients can receive a more comprehensive, personalised and efficient financial planning experience. Below highlights the benefits each brings, and how together they create a superior client experience.
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