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Blue Chip is an FPI-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

Investing offshore and how to structure financial plans to suit each...

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.
Retirement planning: guiding clients to financial independence oun d Table discussion holding slide

Retirement Planning – Round Table Discussion

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on retirement planning and guiding clients to financial independence.
solar panels and wind turbines

Three ways in which the energy industry must change and what...

Mark Lacey, Head of Global Resource Equities at Schroders, examines three ways in which the energy industry has to evolve in order for the energy transition to materialise, and how equity investors could benefit.
Investment Moments Podcast

Investment Moments with Momentum Investments

We discuss all things investments with financial experts to present you with insights that you can discuss with your clients to help them achieve their goals.
Blue Chip Digital Round Table series: Offshore Investing, getting it right

Offshore Investing – Round Table Discussion

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on getting offshore investing right.
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Investment Moments, Podcast Episode 10

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.
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Investment Moments with Momentum Investments, Podcast Episode 13

In this episode Ali Simpkins (Fund Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta investment strategies and the launch of the Momentum Quality Equity Fund.
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Investment Moments with Momentum Investments, Podcast Episode 12

In this episode Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.
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Investment Moments with Momentum Investments, Podcast Episode 11

In this episode Levashni Naicker (Communications Specialist) talks to Eugene Botha (Deputy Chief Investment Officer) about the key to diversification, considering that we don’t know what the future holds.
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Investment Moments with Momentum Investments, Podcast Episode 9

In this episode Levashni Naicker (Communications Specialist) talks to Mike Adsetts (Deputy Chief Investment Officer) about the hot topic of responsible investing and how we implement responsible investing in our portfolios.
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Capital Protector: A practical approach to retirement certainty

The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.

Standard Bank to host 5th SA SOC Investment Summit in Dubai – connecting Gulf capital...

The summit is a key platform designed to connect South African SOCs with leading Gulf region investors, sovereign wealth funds, and corporates to accelerate infrastructure development and trade between Africa and the Middle East.

Jacques Horn, CFP® | Financial Planner Profile

What inspired you to become a financial planner? I’ve always been fascinated by solving complex problems, and finance seemed to offer an endless supply of...

Empathy: tonic or toxic for client relationships?

Financial planners have the privilege and challenge of often dealing with clients in emotional turmoil.

The role of Absa Prime Brokers in the hedge fund industry

Prime brokers play a vital role in supporting hedge funds by providing essential services and resources. By Chris Edwards, Managing Director and Head of the Prime Services, and the Index & Structured Solutions businesses at Absa Bank Ltd.
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