The personal side of financial planning
A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.
Deploying technology in business
Many financial advisory firms are still paper-driven and non-automated, and are working with poor-quality data and fragmented systems. Understanding where the inefficiencies lie is the first step in making changes to ensure future sustainability.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
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Africa’s mineral wealth could drive economic transformation
Africa holds significant reserves of minerals critical for the global energy transition. The continent boasts roughly 30% of the world’s mineral reserves, including immense deposits of cobalt, manganese, natural graphite, copper, nickel, lithium and iron ore.
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.
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