Home ebook editions Jan/Feb/March 2022

Jan/Feb/March 2022

Planning a brighter future – FPI launches Young Financial Planners Organisation

As part of its vision to make professional financial planning available to all South Africans, the Financial Planning Institute has launched the Young Financial Planners Organisation (YFPO).

The forecaster’s dilemma

Matthew Molyneux, Investment Analyst at Fundhouse, delves into the pitfalls and benefits of economic forecasting.

Crypto – there is more to it than meets the eye

Whenever the topic of crypto arises in an investment conversation, one of the most common reservations undoubtedly will be that cryptos are just too risky to even consider. This notion should however be challenged. By Hugo van Veen, CIO, SwissOne Capital AG.

Little sense pitting value against growth: they perform different roles

To compare the merits of value investing with growth investing is to neglect their fundamental differences, according to Gerrit Smit, head of the equity management team, manager of the award-winning Stonehage Fleming Global Best Ideas Equity Fund.

Practice makes perfect: FPI Professional Practice of the Year Award

The second-ever FPI Professional Practice of the Year Award, which recognises that successful financial planning is always a team effort, was won by Gradidge-Mahura Investments in 2021. The runners-up and very close contenders for the award were Crue Invest and BDO Wealth Advisers. Blue Chip spoke to the top three nominees.

When it comes to trust administration, SARS is your friend

Ricardo Teixeira, CFP®, COO Wealth Advisers and Leader: Non-Executive Director Hub, BDO South Africa explains BDO’s foolproof four-step trust administration process. Read on to find out if your family trust passes the test.

The reality of retirement: Financial advisors must be the voice of...

Ishani Khoosal-Kala, Head of EB Corporate Distribution at 10X Investments, provides an overview of results from the 10X Retirement Reality Report (10X RRR21), which is based on the results of the Brand Atlas survey, which tracks the lifestyles of 15-million economically-active South Africans.

The world is not standing still – neither should your financial...

Lizl Budhram, Advice and Product Strategy Manager at Old Mutual Personal Finance provides a few useful conversations to have with your clients, and some tips on how to set yourself up to become an even more effective advisor in a rapidly evolving world:

Exceptional outcomes: FPI Financial Planner of the Year Award

The FPI Financial Planner of the Year award is the highest accolade bestowed on financial planners in South Africa, and it represents the very pinnacle of the profession. Blue Chip caught up with the winner of the 2021 award, Ryan McCaughey CFP®, executive head of financial advisory firm Hewett Wealth, Western Cape branch.

Wills and the Global Investor

Does one worldwide will suffice? The quick answer is that there is no one-size-fits-all solution, and it depends on the country in which the offshore assets are held, says Sarah Love, a fiduciary practitioner at Private Client Trust, a division of Private Client Holdings.