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succession planning guide for financial advisers

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.
Alicia Davids, CEO, ASISA Academy

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.
University of Johannesburg

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
The white house at night by JTSorell

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.
Brown Dock Between Trees during Golden Hour

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.
Man holding digital tablet. Business Skills Concept

Digital skills every leader needs for the future

Data analytics has proven to be a game changer in the business world but it is just one of the many digital skills that the modern business leader needs to manage the future. By Cohen Appanah.
Making sure that we leave something behind Dean Mitchell from Getty Images Signature

Can I afford to die? And other questions you need to...

Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?
Dr Chriswell Baloyi, Founder and CEO, Matiyimela Investments

At the forefront of wealth creation

As founder and CEO of Matiyimela Investments, Dr Chriswell Baloyi has built a reputation for excellence and a track record of success. Blue Chip speaks to him about achieving financial freedom.
Victoria Reuvers, Managing Director, Morningstar Investment Management

The difference a year can make

Focus on the fundamentals, remove the emotion and trust the process, writes Victoria Reuvers, Managing Director, Morningstar Investment Management.
businesswoman-signing-contract

A user’s guide to unemployment statistics

The report is released by the Bureau of Labor Statistics and details the state of the labour market in the United States (US). The...
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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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