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Simplified processes lower the decision barrier. The less effort it takes to do business, the easier it is for clients to say yes. That thinking is exactly what sits behind South Africa’s top client engagement platform, ProfileMe. Blue Chip caught up with the founder and CEO, Rizanne Oosthuisen-Botha....
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Personal Trust was founded on a very simple but powerful idea: a return to personal and professional service. Although it may appear straightforward, Thando Gobe, CEO of Personal Trust, asserts that the idea was noteworthy at the time and continues to distinguish itself in many ways today. Blue Chip speaks to Gobe....
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Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....
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Launched in 2017, the Humans Under Management conferences have been held in 3 countries.
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Anchor Capital has just listed two new actively managed exchange-traded funds (AMETFs) on the JSE, giving South African investors direct access to the firm’s high-conviction local and global equity strategies through a transparent, cost-efficient structure....
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AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan....
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