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Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact...

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
Brandon Zietsman, CEO and Founder, PortfolioMetrix

Pioneer in the DFM space

PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
Nadir Thokan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes

Ready to meet your needs

Nadir Thokan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, provides insights into his business.
Darren Robertson CFP® AIFM® at Opes Wealth

Darren Robertson, CFP® | Financial Planner Profile

Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
family business succession planning

What is keeping the next generation of wealthy families awake at...

A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes

Well positioned to thrive

Fay Khan, Senior Discretionary Fund Management Specialist at Investment Solutions by Alexforbes, offers her thoughts on the current DFM landscape.
image by by Kanpisut from Jookiko

Creating procedures with ChatGPT

Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT.
Henda Kleingeld CFP®, FPSA®, TEP, Programme Director: PGDIP in Financial Planning, School of Financial Planning Law, University of the Free State

Knowing isn’t doing

Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.
do dfms add to costs?

Do DFMs just add to costs?

Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees.
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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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