Practice Management

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.

Financial planning advice

How a focus on valuations helps to drive long-term returns

Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt...
Photo of Shahied Daniels

The accountancy profession: tackling tomorrow’s challenges, today

Far from its historic reputation as mere financial bean-counting, accountancy has transformed into a multi-faceted profession that tackles a full range of duties in the world of finance and business, says, Shahied Daniels, chief executive at SAIPA.
Sarah Love

Managing digital assets through an estate planner’s lens

Sarah Love, CFP, shares three things you may not know about digital assets.
Financial Advisors

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...
Nevathee Moodley

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.

Leading global financial services

South African wealth manager chosen for global Top 100 list

Controlling the ‘controllables’ in uncertain times

Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
growth

Seeking opportunity through an ESG lens

The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
Blue Chip Journal Issue 76

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.
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Laurium Capital

Laurium Capital is an employee-owned boutique asset manager, offering several hedge and long-only funds to South African and global investors.

The Investment Forum 2026

The Investment Forum is South Africa’s premier thought leadership event for financial advisors, asset managers, discretionary fund managers, and wealth professionals.

A changing world

This year, 2025, will go down in history as an important turning point for the world, writes George Herman, Chief Investment Officer, Citadel.

The liquidity advantage: why ETFs should play a bigger role in institutional asset allocation

As the investment landscape becomes more complex and cost-sensitive, ETFs are proving to be a powerful tool for modern portfolio management. By Duma Mxenge, Head of Business and Market Development, Satrix.

The hidden dangers of being a trustee: are you or your clients exposed?

The old excuse that the Master’s Office is a mess and that nobody’s checking won’t protect you any more. By Nikki Moore, Director and Business Manager, Mella Fiduciary.
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