Alexforbes named best investment survey provider in Africa
Alexforbes is proud to announce that its investment survey team has been named the Best Investment Survey Provider in Africa for the sixth consecutive year.
Unlocking China’s high-growth potential for South African investors
As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China.
Solving the practice management puzzle in 2025
Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
Do clients want financial planners to adopt a coaching approach?
I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this...
From trainee to triumph: the journey of an advisor’s success
It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group's objective is to transform the distribution network and at...
Transforming the private equity landscape
Altvest Capital is a local investment platform committed to democratising access to alternative investments,
primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley.
Client experience is the new marketing
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
Four disconnects between advisors and their female clients
The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
Key value drivers in considering retail real estate investments
Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate.
Transforming teaching, impacting the industry
Inspired by the positive impact that high-quality education has in the life of an individual who embraces opportunity, Alicia Davids, CEO of the ASISA Academy, has made a positive impact in the lives of many. Blue Chip caught up with her.
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AI is not coming for your financial planning job
Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it.
A “super El Niño” threatens waves of commodity-driven inflation into 2027
A potentially strong El Niño in 2026, shifting global rainfall and coming on top of fertiliser supply disruption, could push next year’s food inflation into double-digits, writes David Rees (Head of Global Economics, Schroders) and Sandeep Jaggi (Analyst Emerging Markets Debt & Commodities, Schroders).
Helping clients during times of volatility and uncertainty
Risk and uncertainty are inseparable from investing. Helping clients understand them and remain aligned to their long-term goals, especially when markets become volatile, is crucial, writes Carl Chetty, Head: Investment Proposition at Equilibrium.
Unpacking the Investment Merit of Responsible Investing: A Webinar for South African Financial Planners
South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients.
Not all green is the same: what you should know about the different approaches...
Responsible investment has grown into one of the most complex and contested corners of the asset management industry, writes Sam Bovim of the Fossil Free South Africa team.




















