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inflation rate stock picture

Interest rates may be coming down but the era of free...

Marriott responds to the downward trajectory of inflation by launching two new portfolios within the International Investment Mandate as a tax efficient investment option.
Jana Human, CFP®

Jana Human, CFP®| Financial Planner Profile

Blue Chip speaks to Jana Human CFP® of the JWR Group, about her journey as a Certified Financial Planner®
Paul Nixon, head of behavioural finance at Momentum Investments

Unlocking hyper personalisation: AI’s role in redefining customer experience

Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Kenny Rabson, CEO of Discovery Invest.

Kenny Rabson: the visionary leader behind Discovery Invest’s growth and success

Look back at the 24 year career trajectory of Discovery Invest's CEO, Kenny Rabson. A CEO that has led the company into becoming one of SA's fastest growing active unit trust investment managers.
Safety can be enhanced using technology

Technology can transform South Africa’s mining sector

Sustainable mining needs sustainable practices, writes Rudie Opperman, Manager for Engineering and Training, Middle East and Africa at Axis Communications.
Psychology and AI in Investments

Psychology and AI in investments

AI has emerged as a game-changer in the realm of investments, but its relationship with psychology is equally intriguing. Psychology and AI share a...
financial adviosr guiding their client

Proper planning can ease the financial burden

Brian Harris, General Manager: Operations at Turnberry, outlines the many benefits of gap insurance cover, not least at the time of bereavement.
Duncan Lamont, Head of Strategic Research, Schroders

Investing in new highs

While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
Financial advisor engaging with their clients.

Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory

Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.
A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
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Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

Protected: A new era of wealth advisory partnerships 

As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how.
Florbela_Yates_DTOI5458

How having a bias affects your potential returns as an investor

According to Florbela Yates, head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
Money Maestros Retirement Planning Workshops Mbombela

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
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