Four disconnects between advisors and their female clients
The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
Empowering independent financial advisors for sustainable growth
The Association for Savings and Investments is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025. Find out how to apply.
Attracting manufacturing investment
What are the main goals of the OR Tambo SEZ and is it on track to achieving its goals?
The main goals of the...
FPI surpasses 5,000 CFP® professionals, marking a historic milestone
The Financial Planning Institute of Southern Africa (FPI) proudly announces a significant milestone in its history: as of 31 December 2024, FPI has surpassed 5,000...
Key value drivers in considering retail real estate investments
Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate.
Success in succession: A guide to succession planning for financial advisers
Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
Transforming teaching, impacting the industry
Inspired by the positive impact that high-quality education has in the life of an individual who embraces opportunity, Alicia Davids, CEO of the ASISA Academy, has made a positive impact in the lives of many. Blue Chip caught up with her.
Climb the industry ladder
Elevate your skills and career aspirations with the University of Johannesburg. Anrich van Jaarsveld, Programme Manager and Financial Planning Lecturer at the University of Johannesburg shares how
What does a Trump win mean for the energy transition?
Alex Monk and Mark Lacey, Schroders, look at how new US leadership tests the renewable sector’s adaptability and resilience.
Long live advice: The unmatched value of human insight in financial...
As the financial world continues to be transformed by automation, the unique and irreplaceable value of human-driven guidance will only become more significant, notes Sonja Steyn, CFP®, Strategic Head at Momentum Group.
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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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