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Behavioural Finance

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Behavioural biases: unravelling our irrational investment habits

Amid market volatility, currency fluctuations and a climate of uncertainty surrounding South Africa’s growth prospects, it becomes increasingly important to explore the common biases that can significantly impact financial decision-making.
Guy_Holwill_Chief_Executive_Fairbairn_Consult

The evolution of advice

From managing people to managing advice.
The 7 Pillars of Financial Health by Rob Macdonald

The 7 Pillars of Financial Health – Partnering with a Professional...

Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
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.
Financial planning

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
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The 2024 FPOTY Award finalists Rudolph Geldenhuys, CFP®, Gareth Collier, CFP® and René van de Spreng CFP® with Lelané Bezuidenhout, CFP® (FPI: CEO)

The FPI recognises the “cream of the crop” in the financial planning profession  

The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award.
The Checkers Sixty60 delivery service was dreamed up by a team working on innovative solutions within the Shoprite Group.

Is venture building the secret sauce for creating new companies?

Companies are specialising in “venture building”, offering their services to corporates to assist them in leveraging their assets to create innovative small businesses along their supply chain. Venture builders are offering more than incubators and accelerators. One such venture builder, Specno, gives local and international examples of where this is working and says it’s bringing a startup approach to corporate innovation.
Kopanp Makhu, Portfolio Manager, Mazi Asset Management

How Mazi Multi-Asset delivers long-term returns

Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
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