The AI revolution in asset management: Navigate the hype and embrace the...
Mazi Asset Management is committed to continuous innovation, exploring new ways to leverage AI to improve our investment process, enhance operational efficiency and deliver exceptional client service.
Digital skills every leader needs for the future
Data analytics has proven to be a game changer in the business world but it is just one of the many digital skills that the modern business leader needs to manage the future. By Cohen Appanah.
CoFI: the need to solve an age-old conundrum
Anton Swanepoel, Founder pf Trusted Advisors states that the client engagement and compliance process has posed a “conundrum” for financial service providers for decades.
Client experience in the age of AI
Although AI enhances our efficiency, it cannot replace the trust, empathy, and understanding that are fundamental to an exceptional client experience, writes Kobus Kleyn of Kainos Wealth.
Benefits of outsourcing non-expertise functions as a small firm
As small firms, among the challenges we face is choosing the right outsourced people to work with as the business grows, while aligning with what is needed to be operationally fit in a complex regulated industry.
AI you didn’t know exists
By analysing medical images – whether MRIs, X-rays or CT scans – AI can detect abnormalities with remarkable precision. In many instances, AI can recognise patterns in medical data that may escape the human eye, allowing for earlier diagnosis of conditions like cancer, heart disease and even the early stages of neurological disorders.
The power of client segmentation: a key to growing your financial planning...
By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
The practice management and COFI puzzle
There are many moving parts in every advisory practice, and in most cases, similar to a puzzle, the underlying parts of the business and...
Crypto assets: an evolving landscape
This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
Artificial intelligence
The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
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When gold miners became the new tech giants
Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.
Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact
The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.
Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
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