Advisor Intelligence enhanced by Artificial Intelligence
AI is not a fleeting trend. It is a practical reality shaping our profession now and will continue doing so for decades to come. By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth.
Making the loss of a loved one easier
Capital Legacy's comprehensive solution goes beyond drafting and safely storing your will at no cost, it also removes the burden of estate estate administration costs. Blue Chip speaks to CEO Craig Harding.
Securing a legacy
According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.
Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
Financial planners answer a few key questions
Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
It’s time for COFI
The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
New issue of Blue Chip journal now available!
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
Advertisement
- Advertisement -
Most Popular
FPi Awards: The big three
Meet the three Financial Planner of the Year Award finalists.
From reactive giving to intentional impact: what 15 years of donor behaviour reveal
Nedbank Private Wealth recently revealed interesting insights about how the giving behaviour of affluent and high net worth individuals have evolved.
Optimising hybrid retirement strategies
Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities.
Stewards Inc. begin trading on Nasdaq Capital Market under symbol “SWRD”
Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market.
Arista Networks: Connecting AI Infrastructure
Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management.
- Advertisement - 
