Client Engagement

Blue Chip is a Financial Planning Institute of Southern Africa – approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the quarterly journal.

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The financial planner as a thinking partner

Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
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Make 2024 your year of managing money

In the pursuit of financial well-being, Andile Jonas, Marketing Head at Momentum Investo, advocates for making 2024 a year focused on effective money management. He advocates for the principle of "paying oneself first," emphasizing the importance of addressing retirement annuities, investments, and financial obligations. Jonas encourages revisiting budgets, involving family in financial decisions, and fostering awareness. He concludes by highlighting the 50/30/20 budget rule as a tool to align personal financial goals with helping others.
_Nicole_Loker

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.
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The evolution of advice

From managing people to managing advice.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

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 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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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.
Photo of Fanie Wasserman, Chief Executive Officer and Co-Founder, Securitas™ Financial Group

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.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

What the Global AI in Financial Planning report really tells us

The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.
Analytics

Your goals matter – find out how they help shape your investments

What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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