What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
FICA in the era of deepfake and AI-driven fraud
AI-powered scams are rapidly reshaping the fraud landscape, exposing new vulnerabilities within financial systems and eroding public trust in digital communication, writes Sameer Kumandan, MD of SearchWorks
Survival of the fastest
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
Creating procedures with ChatGPT
Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT.
Looking forward to a RAG-based future
Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice.
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.
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.
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2025 FPI Professional’s Convention
The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg.
Join us...
ABSIP Financial Services Symposium 2025
We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward.
The Crème de la Crème – meet our three finalists
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®
Reimagining retirement
As financial advisers, helping clients navigate retirement planning is one of the most impactful roles they play. Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, believes there is a better way for clients to plan and structure their finances when they retire by ensuring a sustainable income and blending the need for certainty and flexibility.
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
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