Financial planners answer a few key questions
Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
It’s time for COFI
The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
New issue of Blue Chip journal now available!
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
Profiling the financial planner
Blue Chip speaks to Katlego Mei, financial planner at Galileo Capital, about the profession of financial planning.
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Treasury reforms could drive widescale growth across the economy
The changes recently made to public-private partnership (PPP) legislation could be the catalyst that turns around the infrastructure sector, says Roelof van den Berg, the CEO of Gap Infrastructure Corporation. More flexibility will suit smaller operators and allow projects to be delivered with less delay.
Goosebumps, growth and the future of financial planning
When was the last time you got goosebumps while working with a client?
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.
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