Technology

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.

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.
Florbela_Yates_DTOI5458

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.
Sameer Kumandan, MD of SearchWorks

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

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.
image by by Kanpisut from Jookiko

Creating procedures with ChatGPT

Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT.
image by http://www.fotogestoeber.de from Getty Images

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.
- Advertisement -

Most Popular

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.

Catering for bespoke needs

Analytics’ Daniel Schoeman provides a thorough breakdown of what their DFM brings to the table for advisors and clients.

The behavioural alpha – hedge funds offer more than an investment solution

The decision to invest in a hedge fund often isn’t an attempt to beat the market in a purely mathematical sense or simply to achieve an investment objective. Instead, it is a behavioural strategy – a way to manage the psychological friction of long-term investing.

When it comes to performance hedge funds are not all made equal

Hedge fund performance has been favourably comparable to long-only investment strategies. This undoubtedly has helped with the increased investment in Retail Investor Hedge Funds.

Retail Investor Hedge Funds come of age

This article considers FSCA’s efforts to “democratise” hedge funds and how they are showing signs of success as retail funds gain increasing traction.
- Advertisement -