Making the loss of a loved one easier
Capital Legacy's comprehensive solution goes beyond drafting and safely storing your will at no cost, it also removes the burden of estate estate administration costs. Blue Chip speaks to CEO Craig Harding.
Securing a legacy
According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.
Staying ahead of the automation, AI and machine-learning curve
Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective according to systems management specialist, Muhammad Ali, CEO of WWISE
Five ways: how women financial planners can use AI for tough decisions
Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
Financial planners answer a few key questions
Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
A guide to Hedge Funds and Hedge Fund Managers in South...
The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
What the Global AI in Financial Planning report really tells us
The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Your goals matter – find out how they help shape your...
What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
It’s time for COFI
The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.
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The vital cog in development
David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.
FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention.
Delivering consistent outcomes through hedge fund solutions
Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes.
The insurance gap isn’t a market problem. It’s a human one
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.
The best financial advice starts with your goals, not a product
The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
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