How to truly connect with clients
The Covid-19 pandemic has highlighted the need for financial planners to connect with clients differently. Learn from Kim Potgieter, Chartered Wealth Solutions, how empathy lies at the core of true client connection
Has Covid-19 changed financial planning forever?
Rob Macdonald, Fundhouse, shares insight about how the impact of the pandemic presents the challenge for financial planners to redefine their role with clients
Lessons from a decade of change in financial planning
Natasja Hart, Financial Planner of the Year 2010, looks back on a decade of change.
Reimagining the FPI’s brand
Change is inevitable. The FPI is updating its brand to become more inclusive and accessible to all South Africans.
Building Momentum in a global slowdown
Florbela Yates, Head of Momentum Investment Consulting, shares her advice on how to keep a long-term view through short-term volatility.
Blue sky investing: A different mindset
Are we overly conservative in our assessment of investment opportunities?
Amendments made to living annuities in recent months
It is now possible for retirees to amend their drawdown rate during the year for a limited period.
Where to invest for the future?
As a consequence of Covid-19, the future will look very different from what we now imagine
Innovative Wealth Management
Blue Chip interviews Nevathee Moodley, Director of STK Advisory Connect, a female- and black-owned business that provides a support service to financial planning businesses primarily around the use of technology.
The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
