How big is your shield against AI?
The question perhaps is not whether AI can replace financial advisors, but will it or in what circumstances will it? Asks Paul Nixon, head of behavioural finance at Momentum Investments
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Adding value, time and money
Integrity, knowledge, service and teamwork are the values that Bovest Wealth Management stands for and on which its success is built. Blue Chip caught up with the company’s wealth managers, PJ and Geo Botha.
Harnessing the power of digital solutions in wealth management
By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
Embracing technology and the human connection in the financial advising landscape
As financial advisors, we find ourselves in the unenviable position of selling the invisible, says Andy Hart, Founder of Humans Under Management.
Essential habits of highly successful FSPs under COFI
This article was inspired by legendary author, the late Stephen R Covey, whose bestselling book, The Seven Habits of Highly Effective People, impacted millions of...
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Big tech turnaround: What’s behind the recovery?
After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
How a focus on valuations helps to drive long-term returns
Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt...
- Advertisement -
Most Popular
How people become wealthy
But the true architect of enduring wealth? People who patiently invest in high-quality companies that grow and compound over time.
Think Warren Buffett and Berkshire...
Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Humans Under Management Conferences 2025
Save the date for the 2025 Humans Under Management Conferences
- Advertisement - ![]()
