Company Insights

Marching to the beat of a younger generation’s drum

The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications

Offshore isn’t always greener: who would have thought it?

When it comes to investing, some voices cut through the noise with rare clarity. By Kopano Makhu and Shaun Bruyns: Multi-Asset Co-Portfolio Managers at Mazi Asset Management

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first...

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.

The two-pot system: One year on

Across the 1.1-million actively contributing members administered by Alexforbes, more than 650 000 savings pot claims worth R9.5-billion were processed in the first year. Article by Vickie Lange: Head of Corporate Best Practice at Alexforbes

Quantum leap: how quantum computers are rewriting the rules of tech

The growing demands of AI, data science and global complexity are pushing classical computing to its limits. In this article, Peter Foster, Chief Investment Officer, Fundhouse, focusus on the development of quantum computing and explore the impact it can have across industries.

Are you feeling awkward… yet?

There’s plenty to feel awkward about this September, with a Capital Legacy advertising campaign showcasing strange, humourous ways in which people have died. But the reason they’re doing it is not what you might expect.

Charity begins at home

Women at Prescient Investment Management are shaping conversations across investments, client strategy and leadership teams. Blue Chip speaks to three women leaders at the helm of Prescient.

Goosebumps, growth and the future of financial planning

When was the last time you got goosebumps while working with a client? By Bronwyn Waner, CFP®, Growth Financial Planning

CPD: a cornerstone of excellence in financial planning

In the dynamic and highly regulated world of financial planning, Continuing Professional Development is not just a compliance requirement – it is a professional imperative. By Nici Macdonald, CFP®, Head of Certification and Standards, FPI
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From reactive giving to intentional impact: what 15 years of donor behaviour reveal

Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved.

Optimising hybrid retirement strategies

Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities.

Stewards Inc. begin trading on Nasdaq Capital Market under symbol “SWRD”

Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market.

Arista Networks: Connecting AI Infrastructure 

Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management.

US midterms: what will the outcome mean for US assets and the dollar?  

Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar. 
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