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Tuesday, November 19, 2024

Financial Planning

ChatGPT: how to use AI as a virtual financial adviser

ChatGPT: how to use AI as a virtual financial adviser

By Opinion | Published May 18, 2023

From chatbots and virtual assistants to fraud detection and risk management, artificial intelligence (AI) is being used in many areas of finance. But what could an AI system like ChatGPT do for your bank balance? By Eun Young (EY) Oh

Where there is a will it will give a way – unless divorce becomes a stumbling block

By Opinion | Published May 18, 2023

As newly-weds happily share their marriage vows, divorce and death is probably the last thing on their minds.

Where there is a will it will give a way – unless divorce becomes a stumbling block

Where there is a will it will give a way – unless divorce becomes a stumbling block

Ruan Jooste’s Rants and Cents: Investing through machines does require some self- learning

By Ruan Jooste | Published May 7, 2023

Ruan Jooste’s Rants and Cents: Investing through machines does require some self- learning

Estate planning considerations for South Africans with beneficiaries living overseas

By Opinion | Published May 7, 2023

Estate planning considerations for South Africans with beneficiaries living overseas

Pension Plain: Who ‘owns’ the client information?

By Opinion | Published May 7, 2023

Pension Plain: Who ‘owns’ the client information?

Education insurance a non-negotiable in tough times

By Opinion | Published Apr 22, 2023

Education insurance a non-negotiable in tough times

How to choose an asset manager.

By Opinion | Published Apr 2, 2023

How to choose an asset manager.

Trust-worthy: Who will be punished? The trustee, the independent service provider or the private practitioner?

By Phia van der Spuy | Published Mar 20, 2023

Trust-worthy: Who will be punished? The trustee, the independent service provider or the private practitioner?

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Leaving a legacy is about more than money by Farzana Botha

By Opinion | Published Mar 19, 2023

Leaving a legacy is about more than money by Farzana Botha

Leaving a legacy is about more than money by Farzana Botha

Why you need a tax-free investment

By Brandstories | Published Feb 24, 2023

Why you need a tax-free investment

Why you need a tax-free investment

Changes to legislation trustees should be aware of

By Phia van der Spuy | Published Feb 23, 2023

Changes to legislation trustees should be aware of

Changes to legislation trustees should be aware of

Listen: Ruan Jooste interviews the FPIs Financial Planner of the Year - Palesa Dube

By Ruan Jooste | Published Feb 20, 2023

Listen: Ruan Jooste interviews the FPIs Financial Planner of the Year - Palesa Dube

Listen: Ruan Jooste interviews the FPIs Financial Planner of the Year - Palesa Dube

Estate planning in your senior years

By Opinion | Published Feb 15, 2023

Estate planning in your senior years

Estate planning in your senior years

Do trustees and directors have similar fiduciary duties?

By Phia van der Spuy | Published Feb 13, 2023

Do trustees and directors have similar fiduciary duties?

Do trustees and directors have similar fiduciary duties?

Your questions answered

By Supplied | Published Feb 6, 2023

Your questions answered

Your questions answered

Listen: Ruan Jooste interviews Martin Hesse on the Raging Bull Awards

By Ruan Jooste | Published Jan 30, 2023

Listen: Ruan Jooste interviews Martin Hesse on the Raging Bull Awards

Listen: Ruan Jooste interviews Martin Hesse on the Raging Bull Awards