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Practice Management

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 journal.

The quiet power of planting trees for tomorrow

Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.

Using multiple financial advisors may hurt your wealth

Mark MacSymon (Wealth Manager, Private Client Holdings) writes that diversifying financial advice is not the same as diversifying your investment portfolio.

COFI: A strategic reset for financial advice

The Conduct of Financial Institutions (COFI) Bill is umbrella legislation designed to consolidate market conduct provisions from more than a dozen existing financial sector laws, writes Adriaan Combrink, Junior Client Portfolio Manager, Equilibrium.

Evolving momentum in today’s world of work

Momentum Corporate’s refreshed brand campaign reflects how the world of work and the needs of employers and employees have evolved. Blue Chip speaks to Dumo Mbethe, CEO of Momentum Corporate and executive director of Momentum Group.

Fostering a formidable firm: the momentum effect of employee benefits

Momentum Corporate’s FundsAtWork reached R100-billion in assets under management in 2025, yet its mission to serve a diverse membership remains constant. As the organisations grows, its delivery methods must adapt, since scale magnifies the effects of all decisions. Momentum Corporate’s leaders outline its employee benefits that drive success.

From hero advisors to professional systems

How Consolidated Wealth Group is making advice quality repeatable.

Global Financial Planning Conference ALL STARS

PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 9 June 2026.

Advising vulnerable clients

Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.

Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact

The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.

The human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.
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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.  
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