The risks and rewards of using AI in financial planning
Lionel Dartnell outlines the risks of AI in financial planning where families and individual money is directly at risk.
Tired of playing broken telephone?
Tim Slatter from Slatter Communications emphasises that as we advance into the digital era, the clarity of our online communication should mirror our dedication to those we serve.
Unbelievable savings: discover the true low cost of AI
Zeldeen Müller, CEO of AgendaWorx, encourages business owners to embrace AI because of the surprising cost saving benefits.
Crypto assets: an evolving landscape
This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
AI: an approach that will power change in almost every industry
Chris Willis, a Research Analyst at Melville Douglas, states that although artificial intelligence (AI) has long been a prominent topic, it seemed distant to many until it became widely accessible in 2023.
Where to tech, and when to human
Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
Tech trends for ‘24
Small business owners are embracing the cloud, according to Xero’s State of Small Business report. James Bergin, Executive GM, Technology Strategy and Integration at Xero, describes the five top tech trends likely to have a big impact on small business.
Maximising efficiency in board management
Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
Social media in financial planning
Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth.
Cybersecurity: building awareness and resilience in an ever more complex technology landscape
Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
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Building personal relationships
Edify’s Adam Bulkin believes that building strong personal relationships with clients is a surefire way to attain success in the DFM industry.
AI is not coming for your financial planning job
Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it.
A “super El Niño” threatens waves of commodity-driven inflation into 2027
A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next year’s food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders).
Helping clients during times of volatility and uncertainty
Risk and uncertainty are inseparable from investing. Helping clients understand them and remain aligned to their long-term goals, especially when markets become volatile, is crucial, writes Carl Chetty, Head: Investment Proposition at Equilibrium.
Unpacking the Investment Merit of Responsible Investing: A Webinar for South African Financial Planners
South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients.
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