Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
Choose your poison
According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being.
Navigating the complexities of succession planning in financial planning practices
Adam Bacher, CFA®, CFP®, Director at DTB Wealth, describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.
The succession plan dilemma for financial advisors
Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
How a Secure AI Assistant transforms your client relationships and frees...
Zeldeen Müller, Founder and
CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind
Thinking out of the box
Kobus Kleyn, CFP®, Tax and Fiduciary
Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
The anatomy of a bubble: Are we in an AI bubble?
Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
AI and automation: two sides of the same coin?
Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion.
Unlocking key insights out of disparate data
According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making.
Solving the practice management puzzle in 2025
Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
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Altvest credit opportunities fund reports transformational year of growth and impact in 2025
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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