Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Navigating the complexities of succession planning in financial planning practices
Adam Bacher, CFA®, CFP®, Director at DTB Wealth, describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.
To invest successfully, clients must overcome the Wall of Worry
Global events and investment market movements mean less than you think when it comes to successful investing, writes Rob Macdonald.
Timing [time in] is everything
It is important that investors do not derisk their portfolios too early and reduce their potential returns as they could face financial shortfalls in their later years. Grant Alexander, Founder and Director at Private Client Holdings explains why.
How people become wealthy
The Mazi Global Equity team embraces a quality investment philosophy designed to tackle these challenges. Their approach ensures that only genuinely high-quality companies make the cut—those with low debt, sustainable cash flows, and high returns on invested capital.
Last mile planning advice
Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.
Portfolios built for prosperity
Capital Internationals Group's collaborative approach enables them to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
How a Secure AI Assistant transforms your client relationships and frees...
Zeldeen Müller, Founder and
CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind
Cutting out the noise
The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
Levelling the playing field: Exchange control reforms and ETF growth in...
Ben Meyer, Managing Director at Prescient Capital Markets, unpacks how recent regulatory reforms could unlock significant growth in SA’s ETF market.
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Responsible Investing and Investment Merit
WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.
Pleasant with intervals of clouds and sunshine
For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability?
A DFM who is not just talking technology
AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.
Enhancing value and diversification
Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.
Conversations over calculus
Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.
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