Home ebook editions Nov/Dec/Jan 2024

Nov/Dec/Jan 2024

AI meeting minutes.

Effortless meeting minutes using AI

Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
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Emerging Markets: a coming bull market?

After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or are positioned for, argues James Corkin, Portfolio Manager at Steyn Capital Management
Rob Macdonald

Rob Macdonald | Perception is reality

This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
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Reflections on my first year as the FPI chairperson

Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.

Do I really need a will? Some questions answered

National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.

FPi announces 2026 Corporate Partner of the Year finalists

Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.

Building the future of financial planning

Despite the value of advice, many South Africans still do not have access to professional financial planning, writes Katlego Mei, CFP®, Financial Planner, Galileo Capital.

Jean van Biljon, PGDip (FinPlan) | Financial Planner Profile

Blue Chip speaks to Jean van Biljon, PGDip (FinPlan), Authorised Principal, Jenwil BlueStar, about his journey as a Financial Planner.
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