Home Practice Management

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.

Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first...

Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.

PROpulsion Ascend Summit 2025

The PROpulsion Ascend Summit 2025 is back – a high-energy virtual event designed for financial planners, advisers, and professionals across the advice industry who want to prepare their businesses for the future.

Are you feeling awkward… yet?

There’s plenty to feel awkward about this September, with a Capital Legacy advertising campaign showcasing strange, humourous ways in which people have died. But the reason they’re doing it is not what you might expect.

Charity begins at home

Women at Prescient Investment Management are shaping conversations across investments, client strategy and leadership teams. Blue Chip speaks to three women leaders at the helm of Prescient.

Advisor Intelligence enhanced by Artificial Intelligence

AI is not a fleeting trend. It is a practical reality shaping our profession now and will continue doing so for decades to come. By Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth.

Five ways: how women financial planners can use AI for tough decisions

Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
succession planning guide for financial advisers

Making succession planning a success

Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.

What the Global AI in Financial Planning report really tells us

The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.

It’s time for COFI

The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.

New issue of Blue Chip journal now available!

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
- Advertisement -

Most Popular

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.

The pros and cons of using a hedge fund

Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa.
- Advertisement -