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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.

Estate Planning – 2C or not 2C

Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
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The case for strategic corporate outsourcing

The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.

Adding value, time and money

Integrity, knowledge, service and teamwork are the values that Bovest Wealth Management stands for and on which its success is built. Blue Chip caught up with the company’s wealth managers, PJ and Geo Botha.
Digital solutions

Harnessing the power of digital solutions in wealth management

By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.

Embracing technology and the human connection in the financial advising landscape

As financial advisors, we find ourselves in the unenviable position of selling the invisible, says Andy Hart, Founder of Humans Under Management.

Obtain the coveted RFP™ Registered Financial Practitioner™ designation

We are thrilled to announce that Integrity Academy has been approved as an FPI Recognised Educational Provider. This accomplishment is a testament to the dedication and hard work of Johann Cloete and his exceptional team. Congratulations to all of them! (Integrity Academy – Johann Cloete, CFP®)
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Essential habits of highly successful FSPs under COFI

This article was inspired by legendary author, the late Stephen R Covey, whose bestselling book, The Seven Habits of Highly Effective People, impacted millions of...
Photo of Fanie Wasserman, Chief Executive Officer and Co-Founder, Securitas™ Financial Group

Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions

Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Big tech turnaroud. What's behind the recovery

Big tech turnaround: What’s behind the recovery?

After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
Financial planning advice

How a focus on valuations helps to drive long-term returns

Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt...