Cryptocurrency’s evolution
The cryptocurrency market’s journey underscores its transition from a speculative novelty to a complex financial ecosystem, writes Kobus Kleyn of Kainos Wealth.
It is the team that wins the tournament
According to Darren Burns from Graviton, if a financial advisor isn’t acting as a financial coach for their clients, what other role do they play?
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity
Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth.
Where to tech, and when to human
Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
Enhancing client well-being through holistic planning
Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
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.
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Modern portfolio thinking: How diversification is evolving for today’s markets
In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
ABSA: Putting client needs at the centre of portfolio decisions
Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.
Future-proof your move: why your next qualification should be immersive
With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
Building diversified portfolios for uncertain times
Recent weeks have been riddled with uncertainty caused by the conflict in Iran and the significant impact on energy supplies. At the same time, we are dealing with unprecedented AI disruption, with uncertain consequences for labour markets and business models.
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