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: 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.
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 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.
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®.
Cultivating growth, harvesting excellence
Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
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.
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.
Tired of playing broken telephone?
Tim Slatter from Slatter Communications emphasises that as we advance into the digital era, the clarity of our online communication should mirror our dedication to those we serve.
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9th Annual SAIFM Regulatory Summit
This event is characterised by insightful commentary and discussion on the latest regulatory developments, in addition to the opportunity to interact with regulatory authorities and network with like-minded professionals.
CPD: a cornerstone of excellence in financial planning
In the dynamic and highly regulated world of financial planning, Continuing Professional Development is not just a compliance requirement – it is a professional imperative.
A guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
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