Considerations for retail and institutional investors when incorporating hedge funds into...
A careful consideration of how hedge funds fit into an overall investment strategy is crucial for both institutional and retail investors, as is close attention to regulatory requirements.
The key factors that matter to financial advisers
Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success.
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.
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
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.
FICA in the era of deepfake and AI-driven fraud
AI-powered scams are rapidly reshaping the fraud landscape, exposing new vulnerabilities within financial systems and eroding public trust in digital communication, writes Sameer Kumandan, MD of SearchWorks
Survival of the fastest
With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
Creating procedures with ChatGPT
Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT.
Looking forward to a RAG-based future
Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice.
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Education is everything
The ImfundoHub is a digital education platform that delivers low-bandwidth, CAPS-aligned learning support to South African learners through WhatsApp. Blue Chip speaks to the founder, Dr Vashna Jagarnath.
Adapting Financial Planning Education for a Changing Financial World
Financial planning in 2026 is being reshaped by rapid technological innovation, evolving regulation, and increasingly sophisticated client expectations. The profession now demands far more than product knowledge, writes Mary-Ann Ebigo, CFP®.
Using multiple financial advisors may hurt your wealth
Diversifying financial advice is not the same as diversifying your investment portfolio, writes Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.
Hedge Fund fees suggest investors are buying a superior product
Hedge funds have a reputation globally for charging higher fees than their long-only counterparts. The mantra “2 and 20” is traditionally the way hedge fund fees have been described, capturing the fee model of 2% management fee and 20% of outperformance as a performance fee.
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.



















