The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
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Staying ahead of the automation, AI and machine-learning curve
Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective. So says process and systems management specialist, Muhammad Ali, CEO of WWISE, a trainer and implementer of ISO standards and programmes.
Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. AI engages with you in real-time, asking targeted questions about your practice, your clients, your goals – and then gives tailored insights based on your replies.
Financial planners answer a few key questions
Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
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