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Register for the FPI Professional Competency exams

The Professional Competency examinations allows candidates to demonstrate their ability to apply financial planning concepts in real-world scenarios.
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Cybersecurity: building awareness and resilience in an ever more complex technology landscape

Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
The Alternative Investments Forum 2024

The Alternative Investments Forum 2024

The Collaborative Exchange presents the 2024 Alternative Investments Forum. The only conference focused on alternative assets and investing.
Inflation stock image from CANVA

Will June be the month when all three of the BoE,...

The Bank of England, US Federal Reserve, and European Central Bank have maintained their interest rates this month, but market expectations are now leaning towards cutting rates in June say Azad Zangana, Senior European Economist & Strategist at Schroders.
Discovery Invest

Structured products provide an investment lifeline in a volatile world 

Discovery Invest has launched a new and enhanced version of this popular structured note, the Discovery Capital 200|300+. The Discovery Capital 200|300+ products pay a 100% gross return on investment after five years if the underlying global share portfolio return is flat or positive over the five-year period.
award ceremony stock footage

Coronation scoops international award for women empowerment in London

Coronation Fund Managers is honored to receive the 100 Women in Finance Europe, Middle East and Africa (EMEA) Diversity, Equity and Inclusion (DEI) Award for 2024.
Greig Phillips, Investment Specialist, Fundhouse

The growing threat of cybercrime

Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.

Consumers are confused about the impact of paper on forests

The Paper Manufacturers Association of South Africa (PAMSA) analyses the results of an international survey into environmental perceptions and finds that many South Africans don’t know about the sustainability credentials of the country’s forestry sector.
inflation rate stock picture

Interest rates may be coming down but the era of free...

Marriott responds to the downward trajectory of inflation by launching two new portfolios within the International Investment Mandate as a tax efficient investment option.
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®
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Same Trusted Engine; A Sharper Partner

Because Otto1890’s solutions are modular, a practice can start small and layer on capability as it grows without re-papering clients or rebuilding processes each time. Blue Chip speaks to Claudius Rostoll, head of private client enablement at Otto1890.

The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem.

Pension Fund Adjudicator signals tougher approach on unpaid contributions

The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.

Sasfin Wealth is now Otto1890

IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890.
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