Creating solutions for the world’s greatest challenges with impact investing
We will see a wall of investment going into companies that are generating a positive impact as SDGs receives more attention.
Through a different lens
Gugu Sidaki from Wealth Creed points out some of the root causes, for the low saving ratio that households are experiencing in South Africa.
How I apply coaching in my financial planning practice
Terence Tobin, Founder of Rich Ideas Group speaks about his financial planning journey and how the pricing model has evolved for the benefit of his practice.
The CFP® mark is stronger than it’s ever been
2021 worldwide data show a net increase of 10 550 CFP® professionals last year.
Business efficiency is key to a great client experience
For most financial advisors, providing a superior client experience is a primary objective to ensure both client satisfaction and business sustainability and growth.
The end of Average
The title of this piece is analogous to the title of a book authored by Todd Rose. Fascinating book, highly recommended. The book starts off with a unique story.
Crown your wealth
Based in Guernsey, Momentum Wealth International operates a truly offshore platform, offering investment and insurance products to clients in South Africa and the Middle and Far East. Blue Chip speaks to managing director Robert Rhodes about investing in Guernsey.
Managing clients through the inevitable return of volatility
The year 2021 saw an almost complete lack of stock market volatility. This was despite continued uncertainty around the pandemic and its effect on the global economy.
Planning a brighter future – FPI launches Young Financial Planners Organisation
As part of its vision to make professional financial planning available to all South Africans, the Financial Planning Institute has launched the Young Financial Planners Organisation (YFPO).
The forecaster’s dilemma
Matthew Molyneux, Investment Analyst at Fundhouse, delves into the pitfalls and benefits of economic forecasting.
