Company Insights

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

Advisor Intelligence enhanced by Artificial Intelligence

AI is not a fleeting trend. It is a practical reality shaping our profession now and will continue doing so for decades to come. By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth.

Making the loss of a loved one easier

Capital Legacy's comprehensive solution goes beyond drafting and safely storing your will at no cost, it also removes the burden of estate estate administration costs. Blue Chip speaks to CEO Craig Harding.
estate planning

Securing a legacy

According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.

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. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
- Advertisement -

Most Popular

Enhancing post-retirement income with discretionary solutions

When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.

Setting the gold standard in financial planning

South African business leader, advocate for financial literacy and driver of equality in the finance sector, Olwethu Masanabo, CFP®, has taken over the helm of the FPI as the FPI Board’s chairperson. Blue Chip spoke to her about her aspirations for the FPI.

Beyond the trophy: the invaluable lessons of a Financial Planner of the Year

Rudolph Geldenhuys shares his experience of winning the FPI Financial Planner of the Year 2024/25.

When is the ‘best’ time to invest offshore?

Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.

Laurium Capital

Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.
- Advertisement -