Financial Planning | Practice Management

Paul Nixon, head of behavioural finance at Momentum Investments

Unlocking hyper personalisation: AI’s role in redefining customer experience

Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.

How technology advances the financial planning industry

Get ready for the greatest wave of technological innovation

Francois du Toit, PROpulsion, encourages financial planners to be at the forefront of the technological revolution by understanding AI’s potential and preparing for its integration in the financial planning industry.

A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.

Investing in machine learning research

Machine learning is a rapidly growing field that offers many potential applications in investment management and related fields, writes Eugene Botha, Deputy Chief Investment Officer at Momentum Investments.

Elevating client service in wealth advisory: the Seed Analytics solution

Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".

Intelligence: the emotional and the artificial

Emotional intelligence gives us the edge that will allow us to coexist and not resist artificial intelligence.

Photo of Francois du toit_ Founder and Head of Content and Sales_Propulsion

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.

Get back on track, in four strategic steps

Karl Smith, Senior education, training and member support manager at SAIPA outlines the benefits of small businesses approaching Professional Accountants (SA) for advisory support.

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.

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Practice Management

Three AI tricks to make your clients love you more

Choose your poison

Navigating the complexities of succession planning in financial planning practices

The succession plan dilemma for financial advisors

How a Secure AI Assistant transforms your client relationships and frees up your time