I asked three AIs the same retirement questions
Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…
Rethinking retirement
South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.
Our profession must help the profession grow
A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.
Modern portfolio thinking: How diversification is evolving for today’s markets
In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
Future-proof your move: why your next qualification should be immersive
With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
When AI steps off the screen: the real-world revolution
Stuart Copley (Head of Investment Process at Fundhouse) explores how real-world AI is emerging, why it matters and why investors should pay attention.
Tokenisation of traditional securities
A strategic evolution in market infrastructure. By Dr Wiehann Olivier, Partner and FinTech and Digital Asset Lead, Forvis Mazars South Africa.
Why market predictions keep getting it wrong… and why investors should...
What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.
The human edge: why AI will not replace the fiduciary advisor
Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.
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The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
What really matters when choosing offshore unit trusts
When considering offshore investing, the starting point is not the fund - it’s the investor. What are you trying to achieve? Whether it’s long-term...
How to become a financial advisor in South Africa
The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on.
The UFS School of Financial Planning Law celebrates 25 years of inspiring excellence and...
The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
Hollard Investment Managers
Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg.
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