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The compliance landscape for financial planners for 2026

Assessing the regulatory landscape can be compared to reading the ocean before a surf.

Understanding structured investment products

Zaheer Bhikha, Executive Head of Product Development at Glacier by Sanlam, explains why structured products are a valuable addition to portfolios.

Shaping spaces that help great financial planners do their best work

Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning.

Advancing professionalism in the industry

Consolidated Wealth Group provides exceptional financial planning advice, a standard that has been built through years of dedicated excellence. The group was the first wealth management firm to earn FPI Approved Professional Practice status. Blue Chip speaks to CEO, Craig Kiggen.

What are all the costs that go into using a DFM?

As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.

VISION 2030

Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.

Satrix celebrates 25 years of industry leadership

The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory.

Meet the FPI Financial Planner of the Year

Established in 2000, the FPI Financial Planner of the Year Award is highly coveted and recognises outstanding achievement in the field and practice of financial planning. In 2025, the award went to Nicola Langridge, CFP®, wealth manager at Private Client Holdings. Blue Chip caught up with her.

Investment platforms: powering advice, enabling better client outcomes

Hymne Landman, CEO at Momentum Wealth, discusses the importance of the human element in providing clients with the best financial advice and planning.

Anatomy of an ‘almost’ bubble

What impact could big tech and AI have on the investment landscape and what is the potential for a market bubble to have a major effect on affect investment portfolios?
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RiG Advisory Services Achieves FPI Approved Professional Practice™ Status

FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide.

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.

Protea Capital Management

Protea Capital Management is an investment management firm domiciled in South Africa, investing globally.

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.

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.
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