ebook editions

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.

Economic resilience despite geopolitical fragility

Maarten Ackerman, Chief Economist, CAM Asset Management, details how the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.  

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.

FPi announces 2026 Financial Planner of the Year finalists

South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professional's Convention.

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.

Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

The role of data, CRM systems and risk intelligence in practice...

Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.

Advising vulnerable clients: minors and young beneficiaries

This article is the second in a series on advising vulnerable clients. The first explored vulnerability and its relationship to legal capacity in South Africa. This instalment turns to one of the most common – and often underestimated – vulnerable groups: minors and young beneficiaries.

Building better futures

Lelané Bezuidenhout, CFP® and CEO of the Financial Planning Institute of Southern Africa, shares the FPI’s latest news.

2026 Fintech year ahead

Fintech is reshaping financial services, with advances in machine learning, payments, crypto and investment platforms redefining how businesses and consumers interact. Across Africa, these shifts are opening new avenues for growth and collaboration, writes Lerato Lamola, Partner, Webber Wentzel.
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When equal is not the same: Planning a legacy for a global family

When investors think about offshore investing, the conversation often begins with asset allocation, fund selection and portfolio performance. However, the structures used to hold those investments can be just as important, writes Marius Cilliers, regional manager at Momentum Wealth International.

AI is a force multiplier

Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.

AI: levelling the playing field

It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.

Financial Intermediaries Association of Southern Africa leadership changes

The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Rob Macdonald, Independent Consultant

Conversation as technology and how it influences outcomes

In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.
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