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The Crue Invest team with the award.

Practice makes perfect

Blue Chip caught up with managing director and co-founder, Craig and Sue Torr, winners of the Financial Planning Institute of Southern Africa’s (FPI) 2023 Approved Professional Practice of the Year Award. Crue Invest, founded in 2004, provides expert advice on all aspects of financial planning.
Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner, Private Client Trust

Who do you trust with your digital information?

Who do you trust to access your digital information, if something happens to you? A question posed by Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner at Private Client Trust.
multiethnic-business-partners-discussing-contract-terms

Financial planner as Choice Architect

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
Profile photo of Lelani

Tomorrow is here

The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
Varsha Vala, Principal Officer: Medihelp Medical Scheme, Medihelp

Medihelp is deeply invested in members’ health

According to Varsha Vala, empathy is the cornerstone of Medihelp’s human-centred design philosophy, driving the creation of personalized, emotionally resonant insurance solutions that cater to the evolving needs and values of their members.
financial planner stock footage Source: canva

Profiling financial planners

Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Regulation 28 and the paradox of choice

Regulation 28 and the paradox of choice

Conlias Mancuveni, Hollard Investment Managers, asks: "How do financial advisors prudently assist their clients to navigate the new Regulation 28 changes?"
Zeldeen Müller, CEO, AgendaWorx

Maximising efficiency in board management

Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
Fareeya Adams

Reimagining retirement planning

According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
Momentum Investments and Robeco Launch partnership in Southern Africa

Momentum Investments and Robeco launch partnership in Southern Africa

Momentum and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
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Economic outlook

The clock is ticking on Trump’s red sweep

With the US mid-term elections coming up in 2026, Maarten Ackerman, Citadel Chief Economist and Advisory Partner, unpacks Trump’s policies and looks at why the clock may be ticking on his current red sweep – a Republican presidency, Senate and House.
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.
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