Big tech turnaround: What’s behind the recovery?
After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
State of the advice tech landscape
The emergence of behavioural finance tools in third place on the “most valuable” list is a bit of a surprise this year says, Jen McKay, Director, Linktank
The use of AI in investment platforms
One of the benefits of using artificial intelligence (AI) in our investment platform of the future is enabling financial advisers to make better decisions, says Hymne Landman, head of Momentum Wealth.
ChatGPT: the lean mean learning machine
The more technologically advanced we become, the more we need to go back to the basic fundamentals of human connection, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Creating technology for financial planners
Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business.
The changing world of work and its impact on client engagement
Technology is the lifeblood of the new world of work, affecting how we work and what work we do says, Rob Macdonald, Head of Strategic Advisory Services at Fundhouse.
How to pick a technology partner for your practice
Welcome to the Build your Business podcast where financial advice industry experts talk about how to grow your financial planning business. In this episode,...
Lower-income clients and why your practice needs them
The risks and opportunity cost of not equally servicing clients across income levels explained by Andries de Jongh, Key Account Manager, Seed Analytics
How to build a technology-enabled practice? By design, that’s how
Jen McKay, Director at Linktank, takes us through what a technology-enabled practice looks like.
