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.

thinking out the box

Thinking out of the box

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
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The anatomy of a bubble: Are we in an AI bubble?

Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
AI and automation

AI and automation: two sides of the same coin?

Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion.
Co-authored by Robyn Clay and Jen Mckay, Directors, Linktank

Unlocking key insights out of disparate data

According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making.
Alungile Gcaza and Stephán Engelbrecht, co-founders of Mazi NextGen with Mazi Asset Management.

The AI revolution in asset management: Navigate the hype and embrace the...

Mazi Asset Management is committed to continuous innovation, exploring new ways to leverage AI to improve our investment process, enhance operational efficiency and deliver exceptional client service.
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Digital skills every leader needs for the future

Data analytics has proven to be a game changer in the business world but it is just one of the many digital skills that the modern business leader needs to manage the future. By Cohen Appanah.
Ai and human partnership

Client experience in the age of AI

Although AI enhances our efficiency, it cannot replace the trust, empathy, and understanding that are fundamental to an exceptional client experience, writes Kobus Kleyn of Kainos Wealth.
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The power of client segmentation: a key to growing your financial planning...

By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...

Crypto assets: an evolving landscape

This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
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Artificial intelligence

The time to act is now. AI is here. Advisors who delay integrating AI into their practice will be left behind in an increasingly automated world. By mastering your natural intelligence and embracing AI, you will secure your personal and professional future, writes Dr Roddy Carter, Physician, Performance Scientist, Master Coach, Corporate Leader and Author.
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A major milestone in the evolution of professional certification in financial planning.

The Capstone Course, introduced in January 2025, represents a transformative shift in the assessment of aspiring CFP® professionals. Designed to simulate real-world financial planning...
Kingsley Williams, Chief Investment Officer at Satrix

What 25 years as a market pioneer taught us about south african investing

Satrix is making investing accessible, affordable and effective for everyone. Kinsely Williams, Chief Investment Officer at Satrix explains how.
succession planning

Succession Planning for Independent Financial Advisors in South Africa 

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
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