Estate Planning

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Real estate market rebasing: What does it mean for investors?

Kieran Farrelly, Global Head of Real Estate Solutions at Schroders, reveals how to harness long-term real estate opportunities in today's market conditions.
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
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Things to consider when drafting your Will and naming an Executor

When nominating an executor, it’s important that this person has the required professional skills, capacity, experience and resources to effectively manage your estate.
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Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer

Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year. Brandon made the announcement to...
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.
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MitonOptimal

MitonOptimal is an independent investment management business delivering focused investment solutions and support to enable advisers to meet their clients’ investment objectives.

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.

JD Jacobs, RFP® | Financial Planner Profile

Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Palesa Dube, Centillion Wealth Advisory

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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