The status of Rooibos is internationally protected
The popular tea that is really a herb has a number of surprising qualities. Rooibos specialist Joekels shares 13 fast facts about South Africa’s beloved brew.
Technology and the customer experience
Francois du Toit, the CFP and founder of PROpulsion provides advice to financial advisors and planners who want to keep up with the significant transformation of the financial planning industry.
Get back on track, in four strategic steps
Karl Smith, Senior education, training and member support manager at SAIPA outlines the benefits of small businesses approaching Professional Accountants (SA) for advisory support.
Nature’s Dividend: investing with impact to tackle the dual climate and biodiversity...
Diane Laas and Rob Stewart, Global Impact Fund Managers at Melville Douglas, discuss how to invest with impact to target both the climate and biodiversity crises.
Demystifying Smart Beta
According to Ali Simpkins, the Fund specialist at Momentum Investments, Smart Beta has disrupted the binary choice between active and passive investing.
Investing for generational impact
Abdu-Rahman Abrahams Co-Head: Hybrid Equity, a division of Old Mutual Alternative Investments, shares his experience of a funding model that leaves a legacy for future generations.
Global model portfolios for your advice practice
Interest in investing offshore has surged in South Africa, however, the investment opportunity set available offshore is vast. Florbela Yates outlines the benefits of partnering with a discretionary fund manager like Equilibrium.
The Bermuda Triangle of change in the future of financial advice
Tiaan Herselman likens the complex landscape of the financial planning profession to the Bermuda triangle. This triangle consists of three interconnected elements; automation, artificial intelligence (AI) and the fascinating field of behavioral sciences.
Leveraging the two-pot system for entrepreneurial growth
Farzana Botha, Segment Manager at Sanlam Risk and Savings, discusses the proposed two-pot system that is set to take effect in March 2024. As a financial adviser, it is crucial to understand how this new structure will offer self-employed clients the lifeline of accessing a savings portion of their personal retirement savings.
Is the future still bright for the Super-7?
Alex Tedder, the Head of Global & Thematic Equities at Schroders, states that after a strong year for the big US technology stocks, investors will be wondering what the future holds. We see some challenges, but also reasons for optimism.
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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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