Cybersecurity: building awareness and resilience in an ever more complex technology landscape
Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
The growing threat of cybercrime
Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.
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.
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.
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.
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.
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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.
The power in blending hedge funds
Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.
Not all DFMs are created equal – Why I rejoined the Equilibrium team
Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
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