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Jana Human, CFP®

Jana Human, CFP® | Financial Planner Profile

Blue Chip speaks to Jana Human CFP® of the JWR Group, about her journey as a Certified Financial Planner®
Paul Nixon, head of behavioural finance at Momentum Investments

Unlocking hyper personalisation: AI’s role in redefining customer experience

Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Kenny Rabson, CEO of Discovery Invest.

Kenny Rabson: the visionary leader behind Discovery Invest’s growth and success

Look back at the 24 year career trajectory of Discovery Invest's CEO, Kenny Rabson. A CEO that has led the company into becoming one of SA's fastest growing active unit trust investment managers.
Safety can be enhanced using technology

Technology can transform South Africa’s mining sector

Sustainable mining needs sustainable practices, writes Rudie Opperman, Manager for Engineering and Training, Middle East and Africa at Axis Communications.
Psychology and AI in Investments

Psychology and AI in investments

AI has emerged as a game-changer in the realm of investments, but its relationship with psychology is equally intriguing. Psychology and AI share a...
financial adviosr guiding their client

Proper planning can ease the financial burden

Brian Harris, General Manager: Operations at Turnberry, outlines the many benefits of gap insurance cover, not least at the time of bereavement.
Duncan Lamont, Head of Strategic Research, Schroders

Investing in new highs

While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
Financial advisor engaging with their clients.

Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory

Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.
A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop.
note pad with the words "retirement plan" written on it and other tools.

Getting SARS to sponsor your retirement

Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
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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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