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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Treasury tightens tax net

For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.

COFI Bill set to reshape financial advice industry

Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.

How enhanced indexing is redefining quantitative investing

For investors, the debate between passive and active management has often been framed as a binary choice writes Florbela Yates, Managing Director, Equilibrium.
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