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.
Risk Aversion vs Returns: South African investment lessons from 2024
Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management.
Making offshore investing easy
Lerato Lebitsa, Business Development Manager, Investment Management at Capital International Group, explains how one can avoid complexity in offshore investments.
Thinking out of the box
Kobus Kleyn, CFP®, Tax and Fiduciary
Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
Alexforbes strengthens investment capabilities
Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
The anatomy of a bubble: Are we in an AI bubble?
Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
How do you charge for investment advice?
Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients.
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Most Popular
Altvest credit opportunities fund reports transformational year of growth and impact in 2025
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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