‘The future of financial planning is AI plus trust’
Kirsty Scully says five global trends and four possible AI scenarios show why advisers must adapt without sacrificing the human guidance clients value.
#successionplanning
Only 15% make it: the six fault lines that break family businesses
Despite driving most of the world’s GDP, family firms rarely survive the fourth generation – here are the six predictable governance failures that undo them.
Focus and intentional action are key to building generational wealth
Disciplined planning, clear governance and early education – not asset size – are what determine whether wealth survives across generations.
An out-of-date will can be as risky as having no will at all
Marriage, divorce, children, or business changes – life doesn’t stand still, and neither should your will. Wills Week is a reminder to act now.
How professional indemnity fits into broker risk management
Overlooking crucial risk management steps can significantly affect brokers’ liability exposure and their PI insurance coverage.
Common pitfalls in succession planning for small FSPs
The assumption that heirs will smoothly take over a small FSP is often unrealistic. KI requirements, leadership gaps, and legal delays can threaten business continuity.
A widow’s right to sell: surprising legal twist on a longstanding inheritance practice
The High Court addresses a complex dispute, where a testamentary usufruct raised questions about the sale and reinvestment of inherited property.
Future-proofing advisory practices: key takeaways on succession planning
Ninety One’s Jaco van Tonder outlines four models for structuring a succession plan, each of which has potential advantages and disadvantages.
