What makes a succession plan practically executable?
Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable
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.
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The right expertise makes all the difference
How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.
Regulators in action: Strengthening consumer protection together
With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem.
Pension Fund Adjudicator signals tougher approach on unpaid contributions
The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees.
Sasfin Wealth is now Otto1890
IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890.
Seven financial planning lessons from Leaderex 2026
Financial planning goes beyond saving and investing. At Leaderex 2026, FPI MyMoney123 speakers shared practical insights on protecting wealth, investing wisely and planning for the future.
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