I asked three AIs the same retirement questions

Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…...

Thought leaders

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....

Financial Planning

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

More features

	Our profession must help the profession grow A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future....
	Future-proof your move: why your next qualification should be immersive With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies....
	Shaping spaces that help great financial planners do their best work Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....

Events

	Global Financial Planning Conference ALL STARS PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event....
	Meet the Managers 2026 Meet the Managers is considered the “Ted-Talk” in investment management, where financial advisors can access a vast array of investment managers, covering all types of domestic and international investment strategies. Markets are undergoing structural fragmentation. If the gold price is a proxy for risk, then markets are pricing in for some significant shocks. The opportunity ...
	The Investment Think Tank Focused on bringing a diverse array of fund managers to the outlying areas of South Africa, The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections....