Financial Planning | Practice Management

How employee benefit firms use AI to beat the competition

Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.

AI in financial planning source: Canva photos

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.

AdobeStock_350060092 Slatter Communications

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.

Chris Willis, Research Analyst, Melville Douglas

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.