Company Insights

Turning AML Compliance into a Value-Added Service

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.
Hildegard Wilson, Managing Director, Glacier International

Don’t keep all your rands in one basket

Offshore investing is about more than simply avoiding local economic challenges; it’s about opening your portfolio to a world of possibility, writes Hildegard Wilson, Managing Director at Glacier International.
Economic outlook

The clock is ticking on Trump’s red sweep

With the US mid-term elections coming up in 2026, Maarten Ackerman, Citadel Chief Economist and Advisory Partner, unpacks Trump’s policies and looks at why the clock may be ticking on his current red sweep.

ESG: the heartbeat of responsible advice

Financial freedom is not just a goal – financial freedom is a journey, writes Kobus Kleyn, CFP®, Kainos Wealth. ESG ensures that this journey is not only profitable, but purposeful.
Vickie Lange, Head: Best Practice, Alexforbes

Second surge of savings pot withdrawals

While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

Leading the way to pan-Africanism

Absa Index and Structured Solutions sits within Global Markets in the Corporate and Investment Banking division of Absa and is fundamental in the group’s objective of being a leading pan-African bank. Blue Chip caught up with Fundi Pikashe, CFP®, Head of Distribution: Structured Solutions, Corporate and Investment Banking, Absa.
The hidden strength of SA equities

Liberation Day to record highs: The hidden strength in SA equities

For South African investors, the post-"Liberation Day" rally has revealed a hidden strength in local equities that defies the broader narrative of emerging market vulnerability.
Bertie Nel, Momentum Head of Financial Planning and Advice

Bridging the financial divide: technology can help drive inclusion in SA 

Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa.
GloRep launches Compliance on Demand

GloRep launches ‘Compliance on Demand’

In a world where compliance obligations are becoming more complex and dynamic, businesses must rethink how they approach risk management. 'Compliance on Demand' offers a smarter path forward, and GloRep is leading the charge.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix.
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Most Popular

Staying ahead of the automation, AI and machine-learning curve

Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective. So says process and systems management specialist, Muhammad Ali, CEO of WWISE, a trainer and implementer of ISO standards and programmes.

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. AI engages with you in real-time, asking targeted questions about your practice, your clients, your goals – and then gives tailored insights based on your replies.

Financial planners answer a few key questions

Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
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