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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 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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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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The hidden drivers of estate conflict

Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.

FPi Professionals Convention 2026 puts people, leadership and client outcomes at the heart of...

The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”

From financial planning to financial coaching

Sharon Moller, Financial Coaching Specialist at Old Mutual Wealth, writes on the next evolution of advice.

Treasury tightens tax net

For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.

COFI Bill set to reshape financial advice industry

Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.
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