Advisor Intelligence enhanced by Artificial Intelligence
AI is not a fleeting trend. It is a practical reality shaping our profession now and will continue doing so for decades to come. By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth.
Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
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.
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Practice durability pressures: succession, consolidation and margins
Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace.
Guarding against the impact of the 3Ps in the current global system
Both business and industry have a role to ensure guardrails are in place to protect investors from the psychological phenomenon of “groupthink”.
Rozendal Partners
Rozendal Partners is a South African hedge fund and a global equity fund with R2.5-billion in assets under management.
Focus and intentional action are key to building generational wealth
As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning, writes Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.
It’s always been good practice, but now it’s a legal requirement…
Financial education is no longer optional, and this is great news for consumers, writes Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
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