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.
Climb the industry ladder
Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how
Why hedge funds offer a smarter path to uncorrelated returns
According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns.
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JD Jacobs, RFP® | Financial Planner Profile
Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
How and why a financial planner should incorporate structured products into an investment plan
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Kevin Swartz, Absa Group
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
EXCLUSIVE: Latest Round Table – Structured Products
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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