2014 Digimag - Financial Planning Software

01 August 2014 | Digimags / Supplements | All | editor@fanews.co.za

A quick guide to financial planning software

Click here to download the pdf file (7MB)

quick poll

Question

How concerned are you that your clients might fall for deepfake or other AI-backed cybercrime scams, especially in financial or investment settings?

Answer

Nervous; but watching carefully Not fussed; my clients are on the ball Terrified; clients are too trusting What’s a deepfake again

View the Results

Outlook 2025: insurers must embrace collaboration beyond their lane
From grudge to necessity: the true value of insurance
Next-level broking: How to advise clients on rampant exclusions and un-insurability
SA’s healthcare crisis: systemic misalignment, not public vs private
Prioritising employee wellness: a sustainable approach
The default option: managing retirement fund investment