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Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner, Private Client Trust

Who do you trust with your digital information?

Who do you trust to access your digital information, if something happens to you? A question posed by Sarah Love, CFP®, FPSA®, TEP, Fiduciary Practitioner at Private Client Trust.
Mothering and money with Momentum

Mothering & Money 

Jessica Pillay, a Momentum Financial Adviser, stresses the importance of teaching children about debt, future planning, handling life milestones, avoiding scams, and learning from mistakes. By starting with basics like budgeting and saving, mothers can empower their children to make sound financial decisions for a secure future.
financial planner stock footage Source: canva

Profiling financial planners

Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
group of border guard (BMA)

Protection through coordination

The newly formed Border Management Authority has quickly set to work. The BMA operates in a coordinated approach to manage and control movement at our borders
Walkers in the Mkambathi region of the Pondoland MPA. Credit: Doug Lang

Marine protected areas are a massive ecotourism drawcard

The MPA Day Committee, comprising representatives from nine organisations, issued this article about Marine Protected Areas to draw attention to the huge potential that these areas hold for the tourism sector.
Coronation two-pot reform

Two-pot reform: Resist the urge to access your retirement annuity savings...

"Understand that any withdrawal is a costly advance on your ultimate retirement benefit" writes Pieter Koekemoer, head of Personal Investments at Coronation.
Annual shareholders meetings need a shake-up

Annual shareholder meetings need a shake-up, but how? 

Shareholder meetings are often uninspiring but they are essential for shareholder democracy. We consider how they could be revamped to better serve the needs of all stakeholders writes Tim Goodman, Schroders.
Momentum Investments and Robeco Launch partnership in Southern Africa

Momentum Investments and Robeco launch partnership in Southern Africa

Momentum and Robeco's strategic partnership deepens portfolio integration in quantitative equity products and research.
Council for geoscience on a hike

Accelerating onshore geoscience mapping

The Council for Geoscience is in its sixth year of executing its Integrated and Multidisciplinary Geoscience Mapping Programme.
The Independent Institute of Education

Closing the gap

Universities should be equipping students with the skills and abilities they need to thrive in the modern workplace, argues Cymbeline Harilal, Instructional Designer at The Independent Institute of Education.
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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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