Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification. Explore new courses at the School of Financial Planning at UFS.
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.
From regulation to opportunity: Turning AML compliance into a value-added service
GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
Record of advice: various definitions often lead to misinterpretation
Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct.
A Coaching Way of Being
Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
Choose your poison
According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being.
CoFI: the need to solve an age-old conundrum
Anton Swanepoel, Founder pf Trusted Advisors states that the client engagement and compliance process has posed a “conundrum” for financial service providers for decades.
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...
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Rozendal Partners
Rozendal Partners is an independent investment management firm based in Cape Town that manages a South African hedge fund, a global equity fund and a limited number of segregated mandates, with assets under management amounting to R3.5-billion.
Palesa Dube, Centillion Wealth Advisory
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Kevin Swartz, Absa Group
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
EXCLUSIVE: Latest Round Table – Structured Products
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
Luvhani Makoni, Standard Bank Group
Join us for an exclusive round table discussion on structured products with four of the country’s top investment and financial planning professionals.
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