Looking forward to a RAG-based future
Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice.
A Coaching Way of Being
Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
Award-winning pedigree
Leigh Kohler, head of DFM at INN8 Invest, explains why the company has an award-winning performance track record.
Investment Solutions by Alexforbes
Based in Sandton, Johannesburg, Investment Solutions by Alexforbes is a newly established division of Alexforbes, South Africa’s leading investments multi-manager, entering the Discretionary Fund Management (DFM) market.
Choose your poison
According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being.
INN8 Invest
INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions.
Improved balance in your practice
Florbela Yates, Managing Director of Equilibrium, speaks about the current DFM landscape and the status of her organisation.
Navigating the complexities of succession planning in financial planning practices
Adam Bacher, CFA®, CFP®, Director at DTB Wealth, describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.
Understand the price you pay for investing in America
Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth.
Who should pay the DFM its fees?
Investors pay for the expertise of a Discretionary Fund Manager (DFM), but the fees are often offset by access to cost-saving strategies and discounted fee classes—ensuring that professional portfolio management remains a valuable investment. Learn more here.
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Same Trusted Engine; A Sharper Partner
Because Otto1890’s solutions are modular, a practice can start small and layer on capability as it grows without re-papering clients or rebuilding processes each time. Blue Chip speaks to Claudius Rostoll, head of private client enablement at Otto1890.
The right expertise makes all the difference
How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.
Regulators in action: Strengthening consumer protection together
With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem.
Pension Fund Adjudicator signals tougher approach on unpaid contributions
The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.
Sasfin Wealth is now Otto1890
IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890.
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