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Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.
Rob Macdonald, Independent Consultant

What is the real value of human financial planners?

AI can handle the numbers, but can it replicate the human relationship, asks independent consultant Rob Macdonald?

Tuning out global noise

Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions.

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.
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