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
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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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