Recent reporting by Moneyweb signals a decisive shift in the State’s supervisory posture. National Treasury Director-General Duncan Pieterse has made it clear that this year’s Budget marks a move away from accommodation and towards enforcement, particularly in respect of failing municipalities, mounting social expenditure and the shadow economy.
Pieterse described ...
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CityWire reports that a recent brokerage audit by the Financial Sector Conduct Authority offers a timely reminder: inspection readiness is not something you assemble in two weeks.
At a recent industry webinar, practitioners shared their experience of undergoing a full FSCA inspection. Their message was blunt. An audit is not a ...
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CityWire reports that industry specialist Liana Ahrens Teixeira has cautioned South African financial advisers against focusing on speculative details of the upcoming Conduct of Financial Institutions (COFI) regime while neglecting the governance and data foundations regulators are likely to scrutinise.
According to Ahrens Teixeira, advisers are spending too much time ...
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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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