Succession planning for independent financial advisors in South Africa
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
The hidden complexities of trust beneficial ownership compliance
According to Sandile Khumalo,LLM (Unisa),
FPSA®, GTP(SA), Fiduciary
Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Forged by fire: where futures take flight
Gareth Collier, CFP®, one of the 2024 Financial Planner of the Year Award runners-up, recently opened his own financial planning practice, Firecrest Modern Capital. Blue Chip spoke to Collier about the intricacies of this inception.
The power of play in the workplace: how fun fuels success
According to Kruger, employees engaging in playful activities “experience a sense of freedom that allows fresh thinking, stronger connections with colleagues and increased motivation”.
A shift up and to the left
By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager,
Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager,
Mazi Asset Management.
South Africa’s Q1 GDP: A marginal win, but still a long...
South Africa's first-quarter GDP growth remained sluggish at 0.1%, narrowly exceeding market forecasts of a 0.1% contraction. Despite this slight improvement, Maarten Ackerman, Chief Economist and Advisory Partner at Citadel, cautioned that the uptick is "not something to celebrate," emphasising that the economy continues to struggle with an extended period of low growth.
The Robert Group
According to John Robinson, DFM Specialist at The Robert Group, TRG Private Wealth is dedicated to the empowerment of financial advisors through innovative solutions that drive success.
Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and...
Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
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®.
Survival of the fastest
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
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Why are more South Africans returning to their retirement savings?
Why are more South Africans returning to their retirement savings?
Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today.
Modern portfolio thinking: How diversification is evolving for today’s markets
In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
ABSA: Putting client needs at the centre of portfolio decisions
Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.
Future-proof your move: why your next qualification should be immersive
With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
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