12 June 2024


Featured

Featured

Why umbrella funds belong in your EVP strategy

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens....

Featured

Looking forward to a RAG-based future

image by http://www.fotogestoeber.de from Getty Images
Large Language Models (LLMs) and their more recent cousin – Retrieval Augmented Generation (RAG) – have been taking the world by storm. This storm is not going to leave the world of financial advice unscathed. In fact, we believe that it is going to fundamentally change the way advice is given. Most people have already ...

Thought Leaders

ABSA

Client confidence beyond the wrapper: engaging investors on investment safety

Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group
According to Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape....

AgendaWorx

Three AI tricks to make your clients love you more

Zeldeen Müller, CEO, AgendaWorx
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx....

More Features

The financial adviser's balancing act

Choose your poison

According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being....
INN8 Invest

INN8 Invest

INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions....

Events

Humans Under Management Conferences 2025

 

Meet The Managers 2025: Registrations now open

 

2025 FPI Professional’s Convention

 


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