Pride and professionalism
Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®.
Gold’s enduring value: Proof Krugerrands as a strategic asset
In an era of economic uncertainty and market volatility, your clients seek assets that provide stability and resilience. By Rael Demby, CEO, The South African Gold Coin Exchange and The Scoin Shop.
Offshore tax regulations: implications for South African investors, business owners and...
In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses. Lance Lawson, Business Development Consultant, Sovereign Trust SA, explains some of the complexities of foreign tax regulations.
Reframing income and impact: the case for South African private credit
In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk. By Akshay Karan, Chief Investment Officer, Altvest.
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification. Explore new courses at the School of Financial Planning at UFS.
Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover.
Why starting at the end is so important
Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage.
What leadership means to Consult’s new CEO
As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.
Uncovering the cost gaps in private healthcare
Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward.
Wellness meets wealth
Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.
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The job is to beat the index, not be correct
The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.
When equal is not the same: Planning a legacy for a global family
When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.
AI is a force multiplier
Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.
AI: levelling the playing field
It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.
Financial Intermediaries Association of Southern Africa leadership changes
The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
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