First-of-its-kind advisory firm launched in SA to support the financial services...
FI Consult assists businesses within the financial services sector to unlock potential, pursue growth, streamline operations, identify and pursue effective strategies, understand compliance, embrace...
Innovative Wealth Management
Blue Chip interviews Nevathee Moodley, Director of STK Advisory Connect, a female- and black-owned business that provides a support service to financial planning businesses primarily around the use of technology.
Controlling the ‘controllables’ in uncertain times
Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
Seeking opportunity through an ESG lens
The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
The July 2020 edition of Blue Chip journal now available
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
How we’re managing money in the eye of the storm
As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
Celebrating great standards in Financial Planning
While the flagship Financial Planner of The Year Award has closed, all other categories are still open for this year's FPI Awards. Nominations close 3 August 2020. The award categories
Blue Chip – the quarterly journal for the financial planning industry
Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), carries contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Breaking the mould
Nthabiseng Maidi is integrating business advisory and wealth management services – and extending transformation in the process.
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The Crème de la Crème – meet the three finalists
The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet the three finalists.
Reimagining retirement
Historically, clients had to choose between the certainty of a life annuity and the flexibility of a living annuity. Now they can get the...
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news in the new issue of Blue Chip.
Choosing the right hedge fund
Investment strategy, track record, risk management, investment team, fees and a thorough due diligence are key considerations when choosing a hedge fund.
Midlife recalibration: guiding clients through the midlife transition
Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone.
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