The risks and rewards of using AI in financial planning
Lionel Dartnell outlines the risks of AI in financial planning where families and individual money is directly at risk.
Cultivating growth, harvesting excellence
Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
If a mining company tweaks a technology to suit its operations,...
Opportunity spoke with Hogan Lovells partner Deepa Vallabh at the Investing in African Mining Indaba about the legal issues that arise when new technologies are used – and adapted – on a mine. Mining companies also have to find the right balance between efficiency and complying with social and environment guidelines.
The greatest gift of consolidated investments is peace of mind
Elmien Pols and Mark MacSymon from Private Client Holdings explore the benefits of integrated wealth management through a Family Office framework, highlighting how it enables a clearer focus, deeper understanding, and optimised risk-return tradeoffs.
Carmel Wealth – investment announcement
Carmel Wealth, a leading South African wealth management firm, is proud to announce a strategic investment from Correlation Holdings, Limited (Correlation) and an increased equity stake from ThirdStream Partners LLC. These investments underscore Carmel Wealth’s commitment to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
Unbelievable savings: discover the true low cost of AI
Zeldeen Müller, CEO of AgendaWorx, encourages business owners to embrace AI because of the surprising cost saving benefits.
Life after cash
Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
Unit Trust Industry Awards
Join Profile Group as we applaud the top performers and inspire new standards of excellence in fund management!
There is always the next big thing
Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors.
Money issues in divorce
Hannah Wilson, Director of Simplifi Law, asserts that a skilled financial planner can provide immense value to divorcing clients. By creating financially sound and practical strategies for asset division, these planners ensure an equitable and effective distribution in accordance with the financial guidelines of the marital regime.
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Shaun Thompson| Financial Planner Profile
Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®.
Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein
Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
South Africa’s Q1 GDP: A marginal win, but still a long road ahead
South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed market expectations of a 0.1% contraction. However, according to Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, the marginal improvement is “not something to celebrate,” as the economy remains stuck in a protracted low-growth cycle.
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