The Conduct of Financial Institutions (CoFI) Bill – soon to be submitted to Cabinet – is a critical opportunity to address arbitrary bank account closures in SA. These closures threaten economic stability, undermine fairness, and grant banks unchecked power to act as de facto regulators of public and private life ...
Read More
As of 1 January 2025, major amendments to South Africa’s Employment Equity Act (EEA) have taken effect, introducing sector-specific numerical targets under the newly inserted section 15A. These targets, published in April 2025, aim to drive equitable representation of designated groups – defined as black people, women, and people with ...
Read More
By Lee Rossini
As artificial intelligence (AI) continues to evolve, small financial advice firms are presented with an opportunity to enhance efficiency and client service without losing the human touch that clients trust. The key to success lies in achieving the right balance – leveraging AI to support, not replace, human financial planners. Here are some guidelines on how to find this balance.
Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.
