Success in succession: A guide to succession planning for financial advisers
Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
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.
CoFI: the need to solve an age-old conundrum
Anton Swanepoel, Founder pf Trusted Advisors states that the client engagement and compliance process has posed a “conundrum” for financial service providers for decades.
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.
Benefits of outsourcing non-expertise functions as a small firm
As small firms, among the challenges we face is choosing the right outsourced people to work with as the business grows, while aligning with what is needed to be operationally fit in a complex regulated industry.
AI you didn’t know exists
By analysing medical images – whether MRIs, X-rays or CT scans – AI can detect abnormalities with remarkable precision. In many instances, AI can recognise patterns in medical data that may escape the human eye, allowing for earlier diagnosis of conditions like cancer, heart disease and even the early stages of neurological disorders.
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...
The practice management and COFI puzzle
There are many moving parts in every advisory practice, and in most cases, similar to a puzzle, the underlying parts of the business and...
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...
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Altvest credit opportunities fund reports transformational year of growth and impact in 2025
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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