The Wealth Debrief Exchange - October EditionThe Wealth Debrief Exchange | Exciting Developments in Fintech and Integrated Wealth PlanningDid you know that South Africa has the third highest rate of fintech adoption globally? Therefore, it is crucial for financial service providers to equip financial planners with innovative online planning tools to ensure comprehensive advice to their clients. These tools should not only streamline cashflows and ensure compliance but also facilitate more insightful client conversations.. In our latest instalment of the Wealth Debrief Exchange, industry experts David Veary andTiaan Herselman, CFP®, delve into Old Mutual Wealth's flagship advice tool, the Wealth Integrator which has already crafted detailed investment plans for over 50 000 clients. Discover how artificial intelligence can enhance the planning process and help your clients prepare for death and disability more efficiently instantaneously. You can also gain insight into the significance of death and disability shortfall planning in the retirement landscape and how this tool can help you save time and enhance your client reviews. Stay informed and learn more about how Old Mutual Wealth is leading the way in integrated wealth planning.News & insights

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