ebook editions

Head of Equilibrium

Consider paying off debt prior to retirement

Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

Unveiling the magic of social media for financial advisors

Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.
The 7 Pillars of Financial Health by Rob Macdonald

The 7 Pillars of Financial Health – Partnering with a Professional...

Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
AI meeting minutes.

Effortless meeting minutes using AI

Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
bull stock image

Emerging Markets: a coming bull market?

After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or are positioned for, argues James Corkin, Portfolio Manager at Steyn Capital Management
Rob Macdonald

Rob Macdonald | Perception is reality

This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Happy retirement

Annuities: choose wisely

Financial advisors have the critical challenge of helping their clients convert retirement capital into an income stream to see them through their retirement years, says Dr Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University.
estate planning

How to use financial products to enhance estate planning

An estate consists of the assets and liabilities that an individual accumulates during their lifetime and leaves behind at death. An individual should create and manage an estate plan to preserve, grow and protect their assets during their lifetime and ensure that those assets are transferred to successive generations, says Felicia Hlophe, Legal Advisor, Allan Gray
Estate planning

Estate Planning – 2C or not 2C

Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
Spring_practice management

The case for strategic corporate outsourcing

The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
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The 2026 guide to structured products in South Africa

Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.

Is everything becoming AI – and how can you respond without selling equities?

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?

What is a structured product?

Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs. These innovative investments have evolved and can now offer the potential for enhanced or geared returns, with partial capital protection. Investors must weigh the trade-offs against the gains.

Digital Transformation Summit – South Africa 2026

Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.

Cyber Security Summit – South Africa 2026

The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.
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