The compliance landscape for financial planners for 2026
Assessing the regulatory landscape can be compared to reading the ocean before a surf.
Cyber Security Summit – South Africa 2026
The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.
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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The hidden drivers of estate conflict
Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.
FPi Professionals Convention 2026 puts people, leadership and client outcomes at the heart of...
The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”
From financial planning to financial coaching
Sharon Moller, Financial Coaching Specialist at Old Mutual Wealth, writes on the next evolution of advice.
Treasury tightens tax net
For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager,
Private Client Holdings.
COFI Bill set to reshape financial advice industry
Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.
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