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AI and the future of financial planning: how it’s revolutionising the profession
As the nonprofit standards-setting body for the global financial planning profession, the Financial Planning Standards Board (FPSB) surveyed over 6,200 financial planners across 24...
Profiling the financial planner
Blue Chip speaks to Katlego Mei, financial planner at Galileo Capital, about the profession of financial planning.
Why medical aid alone is not enough
Brokers help clients strike a balance between comprehensive cover and financial sustainability. Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address specific shortfalls.
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