Why medical aid alone is not enough
Understanding limitations related to a client’s existing cover allows brokers to recommend suitable gap cover products that address specific shortfalls.
Anchored in advice
Danie van den Bergh, head of acquisitions, Momentum Financial Planning, says it is important that FAs work with providers who offer the necessary support so they can focus on doing what they do best – advise.
Will African mergers and acquisitions be affected by more regulation?
New regional and continental competition regulators have been established. Is this good for M&A or a cause for concern, ask Daryl Dingley, Partner, Gina Lodolo, Associate, and Elisha Bhugwandeen,
Knowledge Lawyer at Webber Wentzel?
From regulation to opportunity: Turning AML compliance into a value-added service
GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
Don’t keep all your rands in one basket
Offshore investing is about more than simply avoiding local economic challenges; it’s about opening your portfolio to a world of possibility, writes Hildegard Wilson, Managing Director at Glacier International.
The clock is ticking on Trump’s red sweep
With the US mid-term elections coming up in 2026, Maarten Ackerman, Citadel Chief Economist and Advisory Partner, unpacks Trump’s policies and looks at why the clock may be ticking on his current red sweep.
No ‘one-size-fits-all’ any more: Asset allocation in a fractured market
Tebogo Moopa, Portfolio Manager at Glacier Invest takes a closer look at how asset managers are not only rebalancing portfolios but also reimagining what opportunity looks like in this new market phase.
Second surge of savings pot withdrawals
While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
Gen Z and Millennials are quietly disrupting the insurance industry
A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market, writes Alain Nathan, Divisional Executive: Commercial and Private at GIB.
Unlocking success: The power of process in sports and investing
According to Andrew Padoa, Portfolio Manager at Sasfin Wealth, a well-defined and repeatable process is one of the keys to success for achieving superior outcomes in both sports and investing.
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Education is everything
The ImfundoHub is a digital education platform that delivers low-bandwidth, CAPS-aligned learning support to South African learners through WhatsApp. Blue Chip speaks to the founder, Dr Vashna Jagarnath.
Adapting Financial Planning Education for a Changing Financial World
Financial planning in 2026 is being reshaped by rapid technological innovation, evolving regulation, and increasingly sophisticated client expectations. The profession now demands far more than product knowledge, writes Mary-Ann Ebigo, CFP®.
Using multiple financial advisors may hurt your wealth
Diversifying financial advice is not the same as diversifying your investment portfolio, writes Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.
Hedge Fund fees suggest investors are buying a superior product
Hedge funds have a reputation globally for charging higher fees than their long-only counterparts. The mantra “2 and 20” is traditionally the way hedge fund fees have been described, capturing the fee model of 2% management fee and 20% of outperformance as a performance fee.
COFI: A strategic reset for financial advice
The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.
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