Unveiling the magic of social media for financial advisors
Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.
The 7 Pillars of Financial Health – Partnering with a Professional...
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
The real significance of the number “93.6%” for financial planners
Given the multiple influences on our behaviour when it comes to investments, simply being educated about investments, and asking us to behave well doesn’t work. The key is to find ways to influence the person and their relationship with their investments, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
The impact of mental health on financial planning
One undeniable fact, central to financial planning, is the link between mental health, poor decision-making and financial difficulties, says Roland Cox, Executive Coach, Aspiral Coaching and Leadership
Introducing purpose-driven financial coaching: embrace a human approach to financial planning
The world of finance has evolved, and it’s time to shift from a numbers-focused and legal-centric mindset to a more comprehensive and sustainable approach.
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Accessible money conversations in isiXhosa: YES PLEASE!
Babalwa Nonkenge, creator of the podcast Epokothweni, discusses the lack of personal finance content in indigenous South African languages and how it contributes to financial illiteracy. Epokothweni aims to bridge the gap by providing accessible conversations in isiXhosa
Time, relationships and control – the unexpected investment triage | By...
The further into the future a person can envision their lives, the greater their economic stability says, Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
South Africa’s savings culture
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, emphasises risk profiling as key to suitability of financial advice and understanding psychology of finance for clients' retirement planning.
