Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Your goals matter – find out how they help shape your...
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
It’s time for COFI
The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
Retirement savings: Realising the power of women’s financial independence
Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
Profiling the financial planner
Blue Chip speaks to Katlego Mei, financial planner at Galileo Capital, about the profession of financial planning.
Anchored in advice
Danie van den Bergh, head of acquisitions, Momentum Financial Planning, says it is important that FAs work with providers who offer the necessary support so they can focus on doing what they do best – advise.
From regulation to opportunity: Turning AML compliance into a value-added service
GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
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JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Kevin Swartz, Absa Group
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
EXCLUSIVE: Latest Round Table – Structured Products
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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