Home ebook editions Feb/Mar/Apr 2025

Feb/Mar/Apr 2025

Dr Helen Macdonald, Freelance Political Researcher and Analyst

US election provides both red flag and pat on the back for...

Helen Macdonald states that the 2024 election results in South Africa were met with widespread optimism and showcased South Africa’s robust and innovative electoral and legal system. However, we should also view the 2024 Trump victory in the US as a red flag.
how people become wealthy

How people become wealthy

The Mazi Global Equity team embraces a quality investment philosophy designed to tackle these challenges. Their approach ensures that only genuinely high-quality companies make the cut—those with low debt, sustainable cash flows, and high returns on invested capital.
How a Secure AI Assistant transforms your client relationships and frees up your time

How a Secure AI Assistant transforms your client relationships and frees...

Zeldeen Müller, Founder and CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind
Bruce Whitfield, Winner of the FPI Harry Brews’ Award, 2024.

Cutting out the noise

The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
thinking out the box

Thinking out of the box

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
Andrew Russell, Author

Lessons for financial planners from Nelson Mandela

Andrew Russell, author of 'The Leadership We Need: Lessons for Today from Nelson Mandela', discusses themes in Nelson Mandela's life and how they can assist financial planners in their business
ai-nuclear-energy-future-innovation-disruptive-technology

The anatomy of a bubble: Are we in an AI bubble?

Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
Warren Ingram, CFP Co-Founder, Galileo Capital

Change is inevitable. Growth is optional

Technological advancements will play a role in the employment markets, but perhaps not in the way predicted, writes Warren Ingram of Galileo Capital
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

How do you charge for investment advice?

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, questions the standard industry practice of asset-based fees on the behalf of clients.
Ray Mhere, CEO, Curate Investments

Curate Investments: The art of investing

Curate Investments is a new asset manager that opened in 2024 with a clear mission: to find the best people to look after its clients’ money and provide clients with access to top-tier global expertise, whatever their investment goals. Blue Chip speaks to CEO, Ray Mhere.
- Advertisement -

Most Popular

UJ joins the CPD landscape with a dynamic Masterclass series

University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.

Learnings from the field: IFA mergers and acquisitions

Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.

From wealth to wellbeing: helping clients thrive, not just survive

Behavioural science has shown that an individual's relationship with money is surprisingly complex, writes Marius van der Merwe, CEO, Amity Investment Solutions.

Mazi Asset Management

Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager.

Accountability: taking ownership of outcomes

Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics.
- Advertisement -