Unlocking key insights out of disparate data
According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making.
What is a DFM actually?
The introductory article 'What is a DFM Actually' in Blue Chip's 2025 DFM Guide provides a comprehensive overview of how DFMs navigate complex investment strategies to deliver optimal portfolio solutions for financial advisors and their clients.
Key insights on two-pot retirement system
Alexforbes released key insights and trends from the implementation of the two-pot retirement system, a significant change to South Africa’s retirement fund sector introduced on 1 September 2024.
What you need to know about AMETFs’ transparency
Niki Giles, Head of Strategy at Prescient Fund Services, unpacks the global transparency debate shaping AMETFs. From the U.S. SEC’s semi-transparent models to Europe’s evolving stance and South Africa’s cautious approach.
Financial planning for clients who are emigrating
Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth.
Unlock your future
In an ever-evolving financial landscape, the demand for skilled professionals who can navigate complex legal frameworks and financial strategies has never been higher. At...
Why Bitcoin?: Altvest Capital’s bold entry into the world of digital...
Altvest Capital Limited (JSE: ALV) has announced its first investment in Bitcoin (BTC) as part of a strategic treasury management initiative aimed at strengthening financial resilience, preserving shareholder value, and gaining exposure to the world's most recognized decentralized digital asset.
Economist of the Year
The winner of the 2023 competition is Ms Elize Kruger, an independent economist. Ms Kruger has nearly three decades of experience in both macro and microeconomic analyses and forecasts. She has worked in the financial, health, transport and energy sectors
Alternative investments: Don’t overlook the potential of up-and-coming artists
In certain quarters, art has become an increasingly attractive alternative investment as part of a diversified portfolio. One of its biggest advantages is that,...
I am because of others
Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa
The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Your goals matter – find out how they help shape your investments
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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