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.
Client experience in the age of AI
Although AI enhances our efficiency, it cannot replace the trust, empathy, and understanding that are fundamental to an exceptional client experience, writes Kobus Kleyn of Kainos Wealth.
The power of client segmentation: a key to growing your financial planning...
By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
Crypto assets: an evolving landscape
This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
Artificial intelligence
The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
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Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela
Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
What you need to know about AMETF transparency
According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more
dynamic and potentially higher-return opportunities.
Building a financially sustainable practice
Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
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