Staying ahead of the automation, AI and machine-learning curve
Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective according to systems management specialist, Muhammad Ali, CEO of WWISE
Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
Financial planners answer a few key questions
Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
A guide to Hedge Funds and Hedge Fund Managers in South...
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...
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.
It’s time for COFI
The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
New issue 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) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Retirement savings: Realising the power of women’s financial independence
Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
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What are the different types of structured products available to retail and institutional investors...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
The 2026 guide to structured products in South Africa
Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.
Is everything becoming AI – and how can you respond without selling equities?
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
What is a structured product?
Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs. These innovative investments have evolved and can now offer the potential for enhanced or geared returns, with partial capital protection. Investors must weigh the trade-offs against the gains.
Digital Transformation Summit – South Africa 2026
Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.
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