COFI readiness
Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"
The digital gateway to visibility and trust for financial planners
Rizanne Oosthuisen-Botha, founder and CEO of ProfileMe, believes that the less effort it takes to do business, the easier it is for clients to say yes.
What makes a succession plan practically executable?
Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable
The quiet power of planting trees for tomorrow
Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.
Using multiple financial advisors may hurt your wealth
Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.
A winning formula
Rocco Carr (Business Development Manager, Glacier by Sanlam) writes about the importance of combining a living annuity with a life annuity.
AI is not coming for your financial planning job
Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it.
Ignore asset allocation at your peril
In their seminal piece titled Determinants of Portfolio Performance (1986), Brinson, Hood and Beebower set out to explain the variance of portfolio returns by deconstructing the quarterly returns of 91 large US pension plans over the period 1974 to 1983 into asset allocation and security selection decisions writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.
A DFM who is not just talking technology
AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.
Conversations over calculus
Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.
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Celebrating Blue Chip’s 100th edition
Lelané Bezuidenhout, CFP®, CEO,
Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.
Corporate activism: Unlocking value beyond traditional investing
Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.
What matters most to investors during “permanent” volatility?
Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders.
Do inward-listed investments use your offshore allowance?
Kevin Swartz of Absa shares his thoughts on the difference between structured products classes.
Hennie du Plessis CFP® | Financial Planner Profile
Blue Chip speaks to Hennie du Plessis CFP®, Principal Advisor, RiG Advisory Services, about his journey as a Financial Planner.
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