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 ...
Read More ...Finance Minister Enoch Godongwana tabled the 2026 National Budget in an environment markedly different from that of just a few years ago. Public finances have stabilised, borrowing costs have eased, and the consolidated deficit continues to narrow. The deficit declines ...
Read More ...The Financial Intelligence Centre has issued an amendment to South Africa’s Targeted Financial Sanctions (TFS) List, dated 25 February 2026. The following updates have been published: TFS-771-25/02/2026TFS-772-25/02/2026TFS-773-25/02/2026TFS-774-25/02/2026 Accountable institutions are reminded that, in terms of section 26A of the Financial ...
Read More ...The European Central Bank has imposed its largest administrative penalty to date, fining JPMorgan’s European arm €12.18 million for prolonged misreporting of capital requirements between 2019 and 2024. The ECB found that the bank misclassified corporate exposures for 15 consecutive ...
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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 ...
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Finance Minister Enoch Godongwana tabled the 2026 National Budget in an environment markedly different from that of just a few years ago. Public finances have stabilised, borrowing costs have eased, and the consolidated deficit continues to narrow.
The deficit declines to 4.0% of GDP next year, while gross debt ...
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By Lee Rossini
Integrating new compliance legislation into a financial services business is never a simple exercise. The Conduct of Financial Institutions Act (COFI Act) will fundamentally reshape how institutions design products, interact with clients, manage risk, and demonstrate accountability. Rather than treating implementation as a last-minute compliance project, businesses ...
Read MoreOn 14 October 2006, Complainant went to Respondent’s furniture shop, Barnetts at Port Shepstone, Kwa-Zulu Natal. She wanted to buy a small television set and a small stove.
Gumede vs. JD Group (2008) (Credit Life insurance)
CONDUCT OF BUSINESS REPORT FOR THE PERIOD ENDING
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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