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October 2020

How to navigate volatile markets

Sound advice by Florbela Yates, Head of Momentum Investment Consulting

Are you working in the “messy middle”?

Rob Macdonald, Fundhouse, on defining the primary role of financial planners and finding the balance between financial security and a life well-lived

Five “Aha! Moments” to look forward to at the FPI Professional Digital Convention

The first-ever 100% digital FPI Professional Digital Convention on 27th and 28th of October 2020 has an irrepressible line-up of speakers from around the globe

Can South Africans rebuild their wealth after lockdown?

According to Andrew Ratcliffe, director at Private Client Holdings, a smart option for investors to build a diversified offshore portfolio is with actively managed certificates (AMCs), which have become increasingly popular for a number of reasons

Managing humans, not assets

Humans Under Management South Africa was held as a virtual event for the first time on Tuesday 8 September 2020. Here are some nuggets from the talks by practising advisors

Ten reasons why you should not miss the FPI Professional Digital...

Here are ten ways in which attending the FPI Digital Convention this month will benefit you and your business

Read the October edition of Blue Chip Journal online

The October edition of Blue Chip Journal, now available, contains a wealth of knowledge and insight for professionals in the financial planning industry