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From hero advisors to professional systems

How Consolidated Wealth Group is making advice quality repeatable.
Rob Macdonald, Independent Consultant

What is the real value of human financial planners?

AI can handle the numbers, but can it replicate the human relationship, asks independent consultant Rob Macdonald?

Is multi-asset prime brokerage becoming essential for the modern hedge fund?

Many argue that the global financial crisis permanently changed the relationship between hedge funds and their prime brokers, writes Chris Edwards, Managing Director and Head of the Prime Services, and the Index and Structured Solutions businesses at Absa Bank.

Tuning out global noise

Warren Buys, CFP®, CFA®, Senior Wealth Manager and Investment Committee Member, Private Client Holdings, shares his insight into global market conditions.

Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.

When it comes to performance hedge funds are not all made...

Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.

Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.

Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.
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RiG Advisory Services Achieves FPI Approved Professional Practice™ Status

FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide.

How and why a financial planner should incorporate structured products into an investment plan

Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.

Protea Capital Management

Protea Capital Management is an investment management firm domiciled in South Africa, investing globally.

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions.

JD Jacobs, RFP® | Financial Planner Profile

Blue Chip speaks to JD Jacobs, RFP®, Registered Financial Practitioner at Old Mutual in Upington, about his journey as a Financial Planner.
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