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.
Essential habits of highly successful FSPs under COFI
This article was inspired by legendary author, the late Stephen R Covey, whose bestselling book, The Seven Habits of Highly Effective People, impacted millions of...
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
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.
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...
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.
Managing digital assets through an estate planner’s lens
Sarah Love, CFP, shares three things you may not know about digital assets.
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.
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Building private equity allocations: Why wealthy investors have an advantage in 2026
Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.
How to stretch retirement savings without chasing unrealistic returns
Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
The power in blending hedge funds
Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.
Not all DFMs are created equal – Why I rejoined the Equilibrium team
Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
Unpacking absolute return: Is this the most misunderstood strategy in today’s market?
Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.
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