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Lessons from the Comrades Marathon

Next year, my father, Barry Holland, is poised to take part in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic achievements and the striking parallels they provide to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
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The case for strategic corporate outsourcing

The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The 7 Pillars of Financial Health by Rob Macdonald

The premier launch of “The 7 Pillars of Financial Health” by Rob Macdonald, will be hosted at Exclusive Books, Cavendish Square, Cape Town on the 27th of September 2023, 17h30 for 18h00.
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Adding value, time and money

Integrity, knowledge, service and teamwork are the values that Bovest Wealth Management stands for and on which its success is built. Blue Chip caught up with the company’s wealth managers, PJ and Geo Botha.
beijing-buildings

Why we’ve slashed our Chinese growth forecast 

Economic forecasting can be a thankless task, and the latest round of revisions to our expectations for China came with a large portion of humble pie, says David Rees, Senior Emerging Markets Economist, Schroders
Digital solutions

Harnessing the power of digital solutions in wealth management

By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
NMG expands operations in Namibian market

NMG expands operations in Namibian market

Advisory and intermediary firm NMG Consultants and Actuaries t/a NMG Benefits has opened an office in Windhoek as it looks to offer a range of retirement fund, investment and actuarial consulting services to Namibian businesses, pension funds and medical aid funds.
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Riding forward to a green future in Africa

Electric motorcycles are set to be a dominant force in Sub-Saharan Africa’s sustainable mobility transformation, but continued investment in startups tackling barriers across the value chain will be critical to maximise the full potential, says a report recently released by the Powering Renewable Energy Opportunities (PREO) programme.
Adrian Gore, CEO, Discovery

The fundamental need for health and behaviour modelling in retirement planning

Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
Human connection

Embracing technology and the human connection in the financial advising landscape

As financial advisors, we find ourselves in the unenviable position of selling the invisible, says Andy Hart, Founder of Humans Under Management.
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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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