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Vuledzani Dangale, CFP®, MBA Head: Regulatory Implementation and Monitoring, SARLSA, Liberty Group South Africa

Big data: the digital disruptor reshaping the South African insurance sector

Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector.
Professor Liezel Alsemgeest, Director: School of Financial Planning Law, UFS

Leveraging gamification for enhanced retirement preparedness among millennials

Prof. Liezel Alsemgeest, director at the School of Financial Planning Law at UFS, emphasizes that in the dynamic field of financial planning, innovative methods are crucial for engaging and educating today's workforce.
Advice: Building financial dreams

Advice: the key to building and protecting financial dreams

In our complex and fast-moving world, quality advice aligned to our clients’ specific needs is the most valuable key to building and protecting financial dreams. At Momentum, this is exactly what our purpose is.
Kim Potgieter, winner of the FPI It Starts with Me 2023 Award.

The learner leader

Kim Potgieter, author, speaker and expert financial planner, won the FPI It Starts with Me 2023 Award. The Award recognises a CFP® professional for their unyielding dedication to promoting the CFP® certification.
post-retirement income options

Post-retirement income options amid potentially higher inflation

Inflation is the risk that investors will face in retirement. This requires careful navigation when selecting your retirement income options, argues Coronation.
Capital International Group

Do You Have a Type?

Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.

And then there were three

The FPI presents the three finalists for the illustrious 2024 FPI Financial Planner of the Year Award. Meet Gareth Collier CFP®, Rudolph Geldenhuys, CFP® and René van de Spreng, CFP®.
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa

Cultivating growth, harvesting excellence

Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
AdobeStock_413767992 Property investing and financial planning

Property investing and financial planning

Warren Ingram, Director of Galileo Capital, highlights that a crucial aspect of financial planning involves managing property investments. Comprehensive financial plans should include property, as it is a fundamental asset for many individuals.
Financial planner with client consolidating investments

The greatest gift of consolidated investments is peace of mind

Elmien Pols and Mark MacSymon from Private Client Holdings explore the benefits of integrated wealth management through a Family Office framework, highlighting how it enables a clearer focus, deeper understanding, and optimised risk-return tradeoffs.
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Vickie Lange, Head: Best Practice, Alexforbes

Second surge of savings pot withdrawals

While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
gen z and millennials are quietly disrupting the insurance industry

Gen Z and Millennials are quietly disrupting the insurance industry

A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market, writes Alain Nathan, Divisional Executive: Commercial and Private at GIB.
Institutional Investment Insights 2025

Institutional Investment Insights Conference 2025

This conference is specifically designed for senior pension CIOs, asset/liability specialists, DFM’s, multi managers, family offices and trustees.
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