The rising relevance of DFMs
In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking
health experience into account.
How Ombudsman looks out for banking consumers
Reana Steyn, CEO and Ombudsman for Banking Services, is proud that OBS has assisted thousands of customers—at no cost to the consumer—and recovered millions of rands, but she warns banking clients to be vigilant against scamsters.
Elevating client service in wealth advisory: the Seed Analytics solution
Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".
Welcome to the first 408 hours of 2024!
Encouragement to thrive and strive for self improvement in 2024 from Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa.
How to support your ageing parents financially
Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.
Make 2024 your year of managing money
In the pursuit of financial well-being, Andile Jonas, Marketing Head at Momentum Investo, advocates for making 2024 a year focused on effective money management. He advocates for the principle of "paying oneself first," emphasizing the importance of addressing retirement annuities, investments, and financial obligations. Jonas encourages revisiting budgets, involving family in financial decisions, and fostering awareness. He concludes by highlighting the 50/30/20 budget rule as a tool to align personal financial goals with helping others.
The funding struggle
Cerina Bezuidenhout, co-founder and COO of Future Females Empowerment Initiatives, lays out the facts about women and inequitable financing, based on research done in South Africa and four other countries by the organisation.
World-class hydrocarbon discoveries confirm potential
Exciting offshore discoveries are not the only areas exciting interest, as David van der Spuy, Manager: Resource Evaluation Manager at PASA, explains. Biogenic, coal-bed methane and shale gas are all showing possibilities.
Behavioural biases: unravelling our irrational investment habits
Amid market volatility, currency fluctuations and a climate of uncertainty surrounding South Africa’s growth prospects, it becomes increasingly important to explore the common biases that can significantly impact financial decision-making.
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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. So says process and systems management specialist, Muhammad Ali, CEO of WWISE, a trainer and implementer of ISO standards and programmes.