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The risks and rewards of using AI in financial planning

Lionel Dartnell outlines the risks of AI in financial planning where families and individual money is directly at risk.
Safety can be enhanced using technology

Technology can transform South Africa’s mining sector

Sustainable mining needs sustainable practices, writes Rudie Opperman, Manager for Engineering and Training, Middle East and Africa at Axis Communications.
Psychology and AI in Investments

Psychology and AI in investments

AI has emerged as a game-changer in the realm of investments, but its relationship with psychology is equally intriguing. Psychology and AI share a...
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What does the future of financial advice look like?

Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.
Human connection

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.
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The hidden complexities of trust beneficial ownership compliance

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Olwethu Masanabo, CFP®

Financial Planning Institute of Southern Africa announces new board chair

At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board—signifying a seamless and strategic shift in leadership within the organisation.
PROpulsion tech 2025

PROpulsion Tech 2025: Lead the Change

Join the only event in South Africa dedicated to exploring how technology is changing financial advice and planning.  Hosted virtually by PROpulsion on the 5th and 7th of August 2025.
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