Company Insights

Investment platforms: powering advice, enabling better client outcomes

Hymne Landman, CEO at Momentum Wealth, discusses the importance of the human element in providing clients with the best financial advice and planning.

Anatomy of an ‘almost’ bubble

What impact could big tech and AI have on the investment landscape and what is the potential for a market bubble to have a major effect on affect investment portfolios?

PROpulsion Practice Management Conference 2026

The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.

Offshore investment gains momentum in SA

Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans.

When clients ask if they have done enough

Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.

Causeway Securities

Founded in 2016, Causeway Securities is a global independent securities brokerage headquartered in Belfast, with offices in London and New York.

Absa Index and Structured Solutions philosophy and process

Absa Index and Structured Solutions (AISS) offer a broad range of structured products with bespoke solutions offering a client-centric focus designed to match clients' unique preferences, risk profiles and financial goals.

Index methodologies in structured products

This piece aims to provide an understanding of how issuers select and build indices for structured products, writes Fundiswa Pikashe, Head of Structured Products Distribution at Absa.

Why blending unit trusts remains essential

In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.

2026 FPI Professional’s Convention

The 2026 FPI Professional's Convention is in Cape Town from 7-8 October 2026.
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JD Jacobs, RFP® | Financial Planner Profile

Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Palesa Dube, Centillion Wealth Advisory

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Kevin Swartz, Absa Group

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

EXCLUSIVE: Latest Round Table – Structured Products

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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