Technology

AI in financial planning source: Canva photos

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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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.
Rob Macdonald, Independent Consultant

Client agency

Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.

Certainty in volatile markets

In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.
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