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.
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.
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.
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.
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.
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.
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What is a hedge fund?
Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.
Communication that feels relatable
Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director,
Slatter Communications
2025 Financial Planning Summit
Join us for The Financial Planning Summit 2025 brought to you by The Collaborative Exchange. A premier event where forward-thinking financial professionals gather to challenge assumptions, explore new opportunities, and redefine what success looks like in an evolving advice landscape.
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 Bitcoin Treasury Company
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.
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