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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.

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Investment Moments with Momentum Investments, Podcast Episode 8

In this episode Levashni Naicker (Communications Specialist) talks to Wayne Dennehy (Head of Systematic Strategies and Structuring) about smart beta funds and how they fit into your client’s portfolio.
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Investment Moments with Momentum Investments, Podcast Episode 7

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.
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Investment Moments with Momentum Investments, Podcast Episode 6

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the link between a client’s personality and their financial behaviour.
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Investment Moments with Momentum Investments, Podcast Episode 5

In this episode Levashni Naicker (Communications Specialist) talks to Andre Geldenhuys (financial adviser at Momentum Consult) about guaranteed solutions as part of a financial plan..
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Investment Moments with Momentum Investments, Podcast Episode 4

In this episode of the Investment Moments with Momentum Investments podcast series, Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.
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Investment Moments with Momentum Investments, Podcast Episode 3

Listen to this episode of the Investment Moments podcast series, where Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.
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Investment Moments with Momentum Investments, Podcast Episode 2

In this episode of the podcast series, Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.
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Investment Moments with Momentum Investments, Podcast Episode 1

In this episode, Levashni Naicker (Communications Specialist) talks to Martin Riekert (Executive Head of Retail Investments) about how guaranteed solutions can play a part in a client's overall financial plan.
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Humans Under Management Conferences 2025

Save the date for the 2025 Humans Under Management Conferences
Last mile planning

Last mile planning advice 

Financial advisors can tackle the complexities of last-mile service delivery by leveraging wealth technology solutions that simplify workflows, strengthen client interactions, and enable consistent, contextual engagement. These advancements not only boost business growth but also ensure higher client satisfaction, shares Andries de Jongh, Head of Sales at Seed Analytics.

The succession plan dilemma for financial advisors

Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
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