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.

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
portrait of a young woman holding a laptop while standing outside of a school

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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Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.

Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.

The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
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