Bridging the financial divide: technology can help drive inclusion in SA
Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa.
If you really want to influence a client’s behaviour, appeal to...
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
Knowing isn’t doing
Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.
A Coaching Way of Being
Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
Long live advice: The unmatched value of human insight in financial...
As the financial world continues to be transformed by automation, the unique and irreplaceable value of human-driven guidance will only become more significant, notes Sonja Steyn, CFP®, Strategic Head at Momentum Group.
Building emotional resilience in challenging times
Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
Courage: essential for authentic financial planning
Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
Are women really better investors?
Paul Nixon, head of behavioural finance at Momentum Investments Group, delves into whether women are better investors through a behavioural finance lens.
Financial planner as Choice Architect
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
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What makes a compelling offshore platform?
Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible, and tailored to individual needs.
FPI Celebrates Excellence at the 2025 FPI Awards Ceremony and Gala Dinner
The Financial Planning Institute of Southern Africa (FPI) proudly announced the winners of the 2025 FPI Awards at its prestigious Gala Dinner and Awards Ceremony, held on the evening of 3 November 2025 at the Sandton Convention Centre in Johannesburg.
Corion Capital
Corion Capital was founded in 2001, previously a division of Brait Ltd.
Diversification is the only free lunch
Corion Capital is a pioneer of the South African hedge fund industry whose funds have been able to comfortably outperform their benchmarks since inception and with lower volatility. Blue Chip speaks to Garreth Montano, CEO, Corion Capital.
Pride and professionalism
Blue Chip speaks to Bashkar Rattan from Rattan Wealth and Fiduciary Consultants about his successful career as an independent CERTIFIED FINANCIAL PLANNER®.
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