Technology and the customer experience
Francois du Toit, the CFP and founder of PROpulsion provides advice to financial advisors and planners who want to keep up with the significant transformation of the financial planning industry.
The Bermuda Triangle of change in the future of financial advice
Tiaan Herselman likens the complex landscape of the financial planning profession to the Bermuda triangle. This triangle consists of three interconnected elements; automation, artificial intelligence (AI) and the fascinating field of behavioral sciences.
Technology innovation: the one thing that changes everything in an onerous regulatory...
Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.
Effortless meeting minutes using AI
Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
How big is your shield against AI?
The question perhaps is not whether AI can replace financial advisors, but will it or in what circumstances will it? Asks Paul Nixon, head of behavioural finance at Momentum Investments
Harnessing the power of digital solutions in wealth management
By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
Embracing technology and the human connection in the financial advising landscape
As financial advisors, we find ourselves in the unenviable position of selling the invisible, says Andy Hart, Founder of Humans Under Management.
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.
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Is your financial adviser getting your vote?
Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.
Protecting client information in an increasingly digital financial planning environment
As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.
The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
Medical aid regulation changes are shaping future demand
As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions.
1Life Insurance Women’s Confidence Index
South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security.
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