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 – Partnering with a Professional...
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
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.
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 | Perception is reality
This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
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.
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 – 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
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.
Mulalo Nemataheni CFP®
Instant gratification and “vhathu vha dori mini” [what will people say] syndrome also play a major role in making people do things that only serve them now and not in the future, and not for the benefit of future generations, says Mulalo Nemataheni, CFP®, Founder and CEO, ImPowerX Advisory Services
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The behavioural alpha – hedge funds offer more than an investment solution
The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.
When it comes to performance hedge funds are not all made equal
Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.
COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
Retail Investor Hedge Funds come of age
This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
Discretionary Fund Manager (DFM) listings 2026
The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.
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