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01 June 2025 Financial Service Intelligence Watch

COFI Bill: A vessel for financial inclusion or another missed opportunity?

Financial analyst Kim Heller argues that South Africa’s persistent racial disparities in financial inclusion and prosperity continue to undermine efforts toward a fair and inclusive society. Writing in The Independent on Saturday, Heller believes that if governed by principles of transformation, fairness, and transparency, the country’s financial services sector has ...

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Working Smart

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.

CPD

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.

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