Retirement Planning – Round Table Discussion
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
retirement planning and guiding clients to financial independence.
A day in the life of a fund specialist
What does a day in the life of a fund specialist look like? Ali Simpkins, fund specialist at Momentum Investments, describes her role and how she assists financial advisers.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
Lessons from the Comrades Marathon
Next year, my father, Barry Holland, is poised to take part
in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic
achievements and the striking parallels they provide
to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
The 7 Pillars of Financial Health by Rob Macdonald
The premier launch of “The 7 Pillars of Financial Health” by Rob Macdonald, will be hosted at Exclusive Books, Cavendish Square, Cape Town on the 27th of September 2023, 17h30 for 18h00.
Adding value, time and money
Integrity, knowledge, service and teamwork are the values that Bovest Wealth Management stands for and on which its success is built. Blue Chip caught up with the company’s wealth managers, PJ and Geo Botha.
Why we’ve slashed our Chinese growth forecast
Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders
- Advertisement -
Most Popular
What are the different types of structured products available to retail and institutional investors...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
The 2026 guide to structured products in South Africa
Exclusive: The 2026 Structured Products Guide is now available as an eBook. This guide features a range of highly informative introductory articles about structured products in South Africa and provide profiles of leading companies offering structured products in South Africa.
Is everything becoming AI – and how can you respond without selling equities?
How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?
What is a structured product?
Structured products can offer investors a unique way to access market returns while managing risk with capital protection and tailored pay-offs. These innovative investments have evolved and can now offer the potential for enhanced or geared returns, with partial capital protection. Investors must weigh the trade-offs against the gains.
Digital Transformation Summit – South Africa 2026
Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.
- Advertisement - 
