Announcement of Finalists for the 2025 Financial Planner of the Year...
We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
Empathy: tonic or toxic for client relationships?
Financial planners have the privilege and challenge of often dealing with clients in emotional turmoil. Rob Macdonald explores the role and effect of empathy in our client relationships.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
Communication that feels relatable
Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director,
Slatter Communications
An introduction to financial wellbeing
What is financial wellbeing? And why do you need to care? By Chris Budd, former financial planner and founder of Ovation Finance Ltd, author and founder of the Institute for Financial Wellbeing.
Goosebumps, growth and the future of financial planning
When was the last time you got goosebumps while working with a client? By Bronwyn Waner, CFP®, Growth Financial Planning
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.
New issue of Blue Chip journal now available!
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
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.
Advertisement
- Advertisement -
Most Popular
Corporate activism: Unlocking value beyond traditional investing
Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.
What matters most to investors during “permanent” volatility?
Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit – persistently higher volatility, writes Phil Robotham, Head of South Africa, Client Group, Schroders.
Do inward-listed investments use your offshore allowance?
Kevin Swartz of Absa shares his thoughts on the difference between structured products classes.
Hennie du Plessis CFP® | Financial Planner Profile
Blue Chip speaks to Hennie du Plessis CFP®, Principal Advisor, RiG Advisory Services, about his journey as a Financial Planner.
Economic resilience despite geopolitical fragility
Maarten Ackerman, Chief Economist, CAM Asset Management, details how the global economy has demonstrated remarkable resilience in the face of a fragile geopolitical landscape.
- Advertisement - 
