Profiling financial planners
Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Reimagining retirement planning
According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
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Altvest credit opportunities fund reports transformational year of growth and impact in 2025
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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