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.

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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Enhancing client relationships through strategic touchpoints

Francois du Toit, the Founder of PROpulsion shares how to make your client relationships better by being deliberate in how you talk to them, using technology smartly and some simple tips.

How employee benefit firms use AI to beat the competition

Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.
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The risks and rewards of using AI in financial planning

Lionel Dartnell outlines the risks of AI in financial planning where families and individual money is directly at risk.
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Tired of playing broken telephone?

Tim Slatter from Slatter Communications emphasises that as we advance into the digital era, the clarity of our online communication should mirror our dedication to those we serve.
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Unbelievable savings: discover the true low cost of AI

Zeldeen Müller, CEO of AgendaWorx, encourages business owners to embrace AI because of the surprising cost saving benefits.
Crypto Legislation

Crypto assets: an evolving landscape

This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
Chris Willis, Research Analyst, Melville Douglas

AI: an approach that will power change in almost every industry

Chris Willis, a Research Analyst at Melville Douglas, states that although artificial intelligence (AI) has long been a prominent topic, it seemed distant to many until it became widely accessible in 2023.
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Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
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A guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

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.
Analytics

Your goals matter – find out how they help shape your investments

What are investments and what can they do for me on my journey to financial confidence? Sherwin Govender, Business Development Manager at Glacier by Sanlam, offers some answers, by looking at the purpose and goals of investing.
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