The 2-pot system: An opportunity for advisors to support members’ goals
Elrina Wessels, Principal Strategic Clients at Alexforbes, emphasizes that the two-pot retirement system offers a significant chance to enhance the financial well-being of low to middle-income individuals, with the financial advisory sector being pivotal in this process.
Avoiding The Behavioral Pitfalls of Bitcoin
Bitcoin has taken over the world and there are critical measures that investors need to be aware of, writes Paul Nixon, head of behavioural finance at Momentum Investments.
South African business ranks infrastructure blackouts as biggest risk
The Allianz Risk Barometer 2024 asseses the top risks to business in South Africa. Critical infrastructure blackouts, cyber security and disruptions to business operations such as supply chains top the list of the concerns.
Kim Lewis, CFP® | Financial Planner Profile
Blue Chip speaks to Kim Lewis, CFP® at Naviganti Financial Planning cc, about her journey as a Certified Financial Planner®.
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity
Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth.
Where to tech, and when to human
Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
Enhancing client well-being through holistic planning
Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
Tech trends for ‘24
Small business owners are embracing the cloud, according to Xero’s State of Small Business report. James Bergin, Executive GM, Technology Strategy and Integration at Xero, describes the five top tech trends likely to have a big impact on small business.
Navigating a changing landscape
Blue Chip chats with David Crosoer, Chief Investment Officer at PPS Investments, about the opportunities and challenges investors are having to navigate across the investment landscape.
What is impacting the investment landscape?
Ferdi van Heerden, chief executive officer at Momentum Investments, explores the key elements that shape investment decisions and strategies.
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Four questions on investing in a geopolitically uncertain world
The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management.
COFI readiness
What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights.
Understanding you is where great advice begins
Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum.
A trusted partner
Conlias Mancuveni says Hollard Implemented Portfolio Solutions (IPS)
has positioned itself to be a reliable partner that empowers advisors.
What makes a succession plan practically executable?
This article explores a practical question that I have and that every financial planning business owner should consider: what makes a succession plan executable? By Kevin Feather of Galileo Financial Planning.
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