Pleasant with intervals of clouds and sunshine
For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability, asks Galileo Capital's co-founder Warren Ingram?
The rand’s remarkable recovery
Rashaad Tayob (Portfolio manager, Foord Asset Management) shares insight about the state of the rand.
Are private capital markets “risky” investments?
Despite the private capital industry’s proven track record, many investors still view private equity (PE) and venture capital (VC) as risky investments.
Rethinking retirement
South Africa’s Two-Pot retirement system has opened up a lot of options for consumers and responsibilities for employers, writes Niki Giles, head of strategy at Prescient Fund Services
The future of healthcare financing
South Africa’s healthcare financing landscape is shifting rapidly under
the pressure of rising costs and economic uncertainty, writes James White, Director,
Sales and Marketing, Turnberry Management Risk Solutions.
The UFS School of Financial Planning Law celebrates 25 years of...
The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001.
Is your DFM truly independent?Here’s how to tell
Few words carry as much complexity as independence. It is often accepted at face value. So, what does independence really mean in practice – and how should advisors assess it?
Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the...
In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.
I asked three AIs the same retirement questions
Zeldeen Müller, CFP®, CEO, inSite Connect and Creator of AgendaWorx.com, put AI to the test with some key retirement investment questions. Here’s what happened…
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A legend in the financial world retires
"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August.
Building a financial planning practice that outlasts its founders
Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group.
The client is the person, not their money
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.
Is your financial plan written for the woman you used to be?
The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.
Celebrating Blue Chip’s 100th edition
Lelané Bezuidenhout, CFP®, CEO,
Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.
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