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Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The financial planner as a thinking partner

Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
Yershen Pillay

Building an innovative and employable workforce

If South Africa is to thrive, says CHIETA CEO Yershen Pillay, it must create a skills-based curriculum
portrait of a young woman holding a laptop while standing outside of a school

Introducing purpose-driven financial coaching: embrace a human approach to financial planning

The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.
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Why umbrella funds belong in your EVP strategy

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens.
image by http://www.fotogestoeber.de from Getty Images

Looking forward to a RAG-based future

Large Language Models (LLMs) and their more recent cousin – Retrieval Augmented Generation (RAG) – have been taking the world by storm. This storm...
Rob Macdonald, Independent Consultant

A Coaching Way of Being

Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
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