2026 Mar/Apr/May

Rethinking retirement

South Africa’s Two-Pot withdrawals expose a stark tension between short-term relief and long-term retirement security, writes Niki Giles, head of strategy at Prescient Fund Services.

Our profession must help the profession grow

A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.

Modern portfolio thinking: How diversification is evolving for today’s markets

In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.

Listening: the financial planner’s “tape measure”

The key to ensuring the financial plan fits the client’s life, not just their wallet.

Future-proof your move: why your next qualification should be immersive

With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.

When AI steps off the screen: the real-world revolution

Stuart Copley (Head of Investment Process at Fundhouse) explores how real-world AI is emerging, why it matters and why investors should pay attention.

Tokenisation of traditional securities

A strategic evolution in market infrastructure. By Dr Wiehann Olivier, Partner and FinTech and Digital Asset Lead, Forvis Mazars South Africa.

Why market predictions keep getting it wrong… and why investors should...

What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions.

The human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.

When gold miners became the new tech giants

Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.
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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.
Rob Macdonald, Independent Consultant

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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