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.

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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.
Tech trends for 24

Tech trends for ‘24

Small business owners are embracing the cloud, according to Xero’s State of Small Business report. James Bergin, Executive GM, Technology Strategy and Integration at Xero, describes the five top tech trends likely to have a big impact on small business.
Zeldeen Müller, CEO, AgendaWorx

Maximising efficiency in board management

Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
Kobus Kleyn Column Image

Social media in financial planning

Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth.
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Cybersecurity: building awareness and resilience in an ever more complex technology landscape

Robyn Clay shares her view on cybercrime and security and its affects on advisory practices as the Director of Link Tank.
Greig Phillips, Investment Specialist, Fundhouse

The growing threat of cybercrime

Cybercrime has emerged as a significant threat in today’s digital age, affecting both individuals and corporations on a global scale. In this article, Greig Phillips, Investment Specialist at Fundhouse, delves into the intricate world of cybercrime.
Paul Nixon, head of behavioural finance at Momentum Investments

Unlocking hyper personalisation: AI’s role in redefining customer experience

Artificial intelligence (AI) is helping us to gain a deeper understanding of investors to provide a better customer experience, writes Paul Nixon, head of behavioural finance at Momentum Investments.
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Announcement of Finalists for the 2025 Financial Planner of the Year Award

We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
stock market structure

South African equities: beyond the gloom

In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.

Marching to the beat of a younger generation’s drum

The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. The focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.

What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications
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