Investors lose millions due to their switching behaviour
Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Momentum Investments’ new CEO: Ferdi van Heerden
Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
Building an innovative and employable workforce
If South Africa is to thrive, says CHIETA CEO Yershen Pillay, it must create a skills-based curriculum
Offshore investing: where, how and how much?
In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.
Give clients more control through certainty
In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.
Lara Warburton, CFP®, Claims Top Honours at FPI 2023 Gala Awards
Johannesburg, 14 November 2023 – The Financial Planning Institute of Southern Africa (FPI) recently hosted its highly anticipated annual Gala Awards evening, a prestigious event recognising excellence in the financial planning industry. The culmination of the evening saw Lara Warburton, CFP®, emerge as the distinguished recipient of the FPI Financial Planner of the Year award.
Unveiling the magic of social media for financial advisors
Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.
The increasing popularity of share buybacks
Schroders’ research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they’re most common.
A new horizon
The Three Piggy Bank system and the future of retirement planning in South Africa, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
Emerging Markets: a coming bull market?
After thirteen years of underperformance versus high-flying US markets, investors have forgotten what an EM bull market looks like. A closer look at history and where markets are today suggests we may be closer than many think or are positioned for, argues James Corkin, Portfolio Manager at Steyn Capital Management
- Advertisement -
Most Popular
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.
- Advertisement - ![]()
