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Rob Macdonald, Independent Consultant

The client is the person, not their money

Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.

Economic resilience despite geopolitical fragility

Maarten Ackerman, Chief Economist, CAM Asset Management, details how the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.  

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professional's Convention.

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.

Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

The role of data, CRM systems and risk intelligence in practice...

Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.

Advising vulnerable clients: minors and young beneficiaries

This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.
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The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem.

Pension Fund Adjudicator signals tougher approach on unpaid contributions

The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.

Sasfin Wealth is now Otto1890

IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890.

Seven financial planning lessons from Leaderex 2026

Financial planning goes beyond saving and investing. At Leaderex 2026, FPI MyMoney123 speakers shared practical insights on protecting wealth, investing wisely and planning for the future.
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