Courage, compassion and consistency: a journey from zero to 1,300 clients
Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp.
Stocks for the long run… but what’s the catch?
Neil Padoa, Head of Global Developed Markets at Coronation Fund Managers, discusses equities, their volatility and reveals why they remain the most powerful engine for delivering long-term returns.
How collaboration shapes smarter global investments
Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.
Multi-Asset Outlook 2026: Bright beams through stormy seas
Investors keep asking us, is the wild ride over? Unfortunately, we think not.
Enhancing your advice proposition
Methula Sikakana, Business Development Manager, Equilibrium Investment Management, shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients.
Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions
Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions.
Focus and intentional action are key to building generational wealth
As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning. By Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.
It’s always been good practice, but now it’s a legal requirement…
On 26 March 2025, the FSCA published a conduct standard on financial education initiatives. The conduct standard sets out various requirements with which financial institutions must comply from 25 March 2026. Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI provides a summary of what will need to happen.
Legacy planning: an act of care
In South Africa, the complexities of cultural and economic factors can make dealing with loss even more challenging. That’s why being proactive about legacy planning is so important. Siyasanga Kashe, Executive Member Solutions at Momentum Corporate, shares five key guidelines to assist you in safeguarding your legacy.
Outlook 2026: Robust earnings and ongoing investment in new technologies may...
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.
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Corporate activism: Unlocking value beyond traditional investing
Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.
What matters most to investors during “permanent” volatility?
Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders.
Do inward-listed investments use your offshore allowance?
Kevin Swartz of Absa shares his thoughts on the difference between structured products classes.
Hennie du Plessis CFP® | Financial Planner Profile
Blue Chip speaks to Hennie du Plessis CFP®, Principal Advisor, RiG Advisory Services, about his journey as a Financial Planner.
Economic resilience despite geopolitical fragility
Maarten Ackerman, Chief Economist, CAM Asset Management, details how the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.
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