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.
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.
The AI revolution in asset management: Navigate the hype and embrace the...
Mazi Asset Management is committed to continuous innovation, exploring new ways to leverage AI to improve our investment process, enhance operational efficiency and deliver exceptional client service.
Digital skills every leader needs for the future
Data analytics has proven to be a game changer in the business world but it is just one of the many digital skills that the modern business leader needs to manage the future. By Cohen Appanah.
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FPI launches Education and Training Trust: Investing in the future of financial planning
With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Records tumble in best year yet for South Africa’s hedge fund industry
South Africa’s hedge fund industry had its best year yet in 2024, with assets under management (AUM) reaching a new all-time high of R152.7 billion, according to the 2024 Novare Hedge Fund Survey.
Communication that feels relatable
Why emotional intelligence is a financial planner’s secret weapon.
Quantum leap: how quantum computers are rewriting the rules of tech
The growing demands of AI, data science and global complexity are pushing classical computing to its limits. In response, quantum computing is emerging – a breakthrough as transformative as the telescope was to the naked eye when trying to map the universe. In this article, we focus on the development of quantum computing and explore the impact it can have across industries.
Charity begins at home
Women at Prescient Investment Management are shaping conversations across investments, client strategy and leadership teams. The impact of women’s voices, insights and perspectives are reflected in the quality of the company’s work. Blue Chip speaks to three women leaders at the helm of Prescient.
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