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.

How big is your shield against AI?

The question perhaps is not whether AI can replace financial advisors, but will it or in what circumstances will it? Asks Paul Nixon, head of behavioural finance at Momentum Investments
Digital solutions

Harnessing the power of digital solutions in wealth management

By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
Human connection

Embracing technology and the human connection in the financial advising landscape

As financial advisors, we find ourselves in the unenviable position of selling the invisible, says Andy Hart, Founder of Humans Under Management.
Big tech turnaroud. What's behind the recovery

Big tech turnaround: What’s behind the recovery?

After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.
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How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.

Differential Capital

Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.

Multi-Asset Outlook 2026: Bright beams through stormy seas

Investors keep asking us, is the wild ride over? Unfortunately, we think not.

Enhancing your advice proposition

Methula Sikakana (Business Development Manager, Equilibrium Investment Management) shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients.

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions.
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