Company Insights

Vuledzani Dangale, CFP®, MBA Head: Regulatory Implementation and Monitoring, SARLSA, Liberty Group South Africa

Big data: the digital disruptor reshaping the South African insurance sector

Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector.
real estate stock image

What role can global commercial real estate play in a portfolio? 

Kieran Farrelly and Sophie van Oosterom from Schroders examine how advanced private wealth investors are increasingly recognising the advantages of integrating diverse commercial real estate strategies into their portfolios.
Craig Harding , Capital Legacy's new CEO

Capital Legacy Announces New CEO: Craig Harding 

Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
Kim Potgieter, winner of the FPI It Starts with Me 2023 Award.

The learner leader

Kim Potgieter, author, speaker and expert financial planner, won the FPI It Starts with Me 2023 Award. The Award recognises a CFP® professional for their unyielding dedication to promoting the CFP® certification.
women investors

Are women really better investors?

Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.
post-retirement income options

Post-retirement income options amid potentially higher inflation

Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.

And then there were three

The FPI presents the three finalists for the illustrious 2024 FPI Financial Planner of the Year Award. Meet Gareth Collier CFP®, Rudolph Geldenhuys, CFP® and René van de Spreng, CFP®.
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

Cultivating growth, harvesting excellence

Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
Evan_Gilbert

The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
Duncan Lamont, Roberta Barr and Remi Olu-Pitan sit on an interviewer couch

Life after cash

Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
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Blending annuities

Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.

Why hedge funds should be core to pension fund portfolios

Hedge funds offer steady, risk-managed returns – but if they’re so effective, why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.

Legacy with purpose: empowering South Africans through knowledge

Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all.

UJ joins the CPD landscape with a dynamic Masterclass series

University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.

Learnings from the field: IFA mergers and acquisitions

Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.
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