Philanthropy in South Africa: evolving trends and its role in a...
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.
From policy to people: How the Two-Pot System is reshaping retirement
Rob Southey, head of asset consulting at Momentum Consultants & Actuaries, reflects on how the Two-Pot System is driving the retailisation of South Africa’s institutional retirement landscape.
The evolving landscape of retirement income
As the retirement environment continues to evolve, blended annuity strategies offer a more resilient, diversified approach to income planning. By Rocco Carr, Business Development Manager, Glacier Financial Solutions
Empathy: tonic or toxic for client relationships?
Financial planners have the privilege and challenge of often dealing with clients in emotional turmoil. Rob Macdonald explores the role and effect of empathy in our client relationships.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
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
An introduction to financial wellbeing
What is financial wellbeing? And why do you need to care? By Chris Budd, former financial planner and founder of Ovation Finance Ltd, author and founder of the Institute for Financial Wellbeing.
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.
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
- Advertisement -
Most Popular
2025 FPI Professional’s Convention
The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg.
Join us...
ABSIP Financial Services Symposium 2025
We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward.
The Crème de la Crème – meet our three finalists
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet our three finalists: Theoniel McDonald CFP®, Brendan Dunn CFP® and Nicola Langridge CFP®
Reimagining retirement
As financial advisers, helping clients navigate retirement planning is one of the most impactful roles they play. Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, believes there is a better way for clients to plan and structure their finances when they retire by ensuring a sustainable income and blending the need for certainty and flexibility.
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
- Advertisement - ![]()
