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.
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.
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.
Tomorrow is here
The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
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.
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
Conlias Mancuveni, Hollard Investment Managers, asks: "How do financial advisors prudently assist their clients to navigate the new Regulation 28 changes?"
Maximising efficiency in board management
Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
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 and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
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How flexible and customisable should a DFM offering be?
As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.
Meet the Managers 2026
Meet the Managers is considered the “Ted-Talk” in investment management, where financial advisors can access a vast array of investment managers, covering all types...
Offshore investment gains momentum in SA
Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans.
VISION 2030
Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.
Protecting independent financial advice
The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.
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