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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®
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.
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AI is a force multiplier

Make sure you're multiplying the right things, writes Johan Vosloo, CEO, Headspace Technologies.

AI: levelling the playing field

It is no secret that small FSPs are operating in an increasingly demanding environment writes Theoniel McDonald, CFP®, Chair: FIA Financial Planning Executive Committee and Head of Financial Planning, Carmel Wealth and Wealth Associates.

Financial Intermediaries Association of Southern Africa leadership changes

The Financial Intermediaries Association of Southern Africa (FIA) has announced a change in leadership that will take effect from 1 January 2027.
Rob Macdonald, Independent Consultant

Conversation as technology and how it influences outcomes

In an age of AI and technological breakthroughs, the most powerful tool in financial planning may still be humanity’s oldest: conversation. Discover why listening, empathy and meaningful dialogue are essential to building client trust and delivering better advice. By Rob Macdonald.

The hidden drivers of estate conflict

Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
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