Home ebook editions 2026 Jun/Jul/Aug

2026 Jun/Jul/Aug

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.

2026 Fintech year ahead

Fintech is reshaping financial services, with advances in machine learning, payments, crypto and investment platforms redefining how businesses and consumers interact. Across Africa, these shifts are opening new avenues for growth and collaboration, writes Lerato Lamola, Partner, Webber Wentzel.

Planning across generations and life stages

When it comes to financial planning for future generations a worldview awareness matters, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.

Two sides of the same coin

What is the most prudent approach when you’re dealing with so much unpredictability and such extreme volatility? By Chris Paizis, Managing Director, Absa Group.

Symmetry

Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion.

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.

The call is coming from inside the house

Moleboheng Moshe-Bereng of the University of the Free State celebrates the institution's 25 years of excellence.

What’s in it for you?

Dr Nico Marais (Chair and co-founder, Carmel Wealth) and Dr Kevin Kneafsey (Adjunct Professor, Cal Poly San Luis Obispo, CA USA) discuss the Total Portfolio Approach.

Four questions on investing in a geopolitically uncertain world

John Gilchrist, CIO at PSG Asset Management, writes that the ongoing conflict in the Middle East has raised multiple concerns for South African investors.
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Do I really need a will? Some questions answered

National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.

FPi announces 2026 Corporate Partner of the Year finalists

Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.

Building the future of financial planning

Despite the value of advice, many South Africans still do not have access to professional financial planning, writes Katlego Mei, CFP®, Financial Planner, Galileo Capital.

Jean van Biljon, PGDip (FinPlan) | Financial Planner Profile

Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner.

Looking back on 30 years. Investing in the future

Hymne Landman, CEO at Momentum Wealth, looks back on Momentum Wealth’s 30 years of building the partnerships that have shaped its journey and the future it continues building with advisers and clients.
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