Home Featured Page 2

Featured

Featured posts

The best financial advice starts with your goals, not a product

Momentum Financial Planning CEO Aldert Brink explains why advisers need to move beyond products and help clients navigate increasingly complex financial lives.

Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

The Investment Think Tank

The Investment Think Tank is a must-attend event for financial advisors advising clients on their asset allocation and investment management selections.

IRFA 2026 Conference

The IRFA 2026 Conference will address the dual transformation facing African retirement funds.

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.

SouthernCross Capital

SouthernCross Capital is 100% owner-managed and has an AUM of R500-million, broken down into R400-million hedge fund and long-only R100-million.

Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

The role of data, CRM systems and risk intelligence in practice...

Vuledzani Gloria Dangale attests that technology does not change behaviour but leaders that use data strategically will always prevail.
Advertisement
- Advertisement -

Most Popular

A legend in the financial world retires

"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August.

Building a financial planning practice that outlasts its founders

Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group.
Rob Macdonald, Independent Consultant

The client is the person, not their money

Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.

Is your financial plan written for the woman you used to be?

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.
- Advertisement -