Survival of the fastest
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
Record of advice: various definitions often lead to misinterpretation
Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct.
A home for independent financial planners
According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
What is keeping the next generation of wealthy families awake at...
A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Creating procedures with ChatGPT
Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT.
Looking forward to a RAG-based future
Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice.
A Coaching Way of Being
Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
Choose your poison
According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being.
Navigating the complexities of succession planning in financial planning practices
Adam Bacher, CFA®, CFP®, Director at DTB Wealth, describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.
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Mazi Asset Management
Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager.
Accountability: taking ownership of outcomes
Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics.
3% Inflation could change everything
A lower inflation benefit to society does not necessarily align with higher investment returns. How should we consider the impact on financial planning, asks Peter Foster, Chief Investment Officer, Fundhouse?
Building private equity allocations: Why wealthy investors have an advantage in 2026
Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.
How to stretch retirement savings without chasing unrealistic returns
Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
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