The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Innovative Wealth Management
Blue Chip interviews Nevathee Moodley, Director of STK Advisory Connect, a female- and black-owned business that provides a support service to financial planning businesses primarily around the use of technology.
The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
Flexible lifestyle choices for the modern retiree
While all our lives have been put on hold for at least a few months, decisions about our futures still have to be made, and this includes older people making choices about the way they will live in their retirement.
The July 2020 edition of Blue Chip journal now available
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
How we’re managing money in the eye of the storm
As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
Blue Chip – the quarterly journal for the financial planning industry
Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), carries contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
The Chinese experience of Covid-19
Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?
- Advertisement -
Most Popular
Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
Client agency
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience.
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
- Advertisement - 
