Technology and the customer experience
Francois du Toit, the CFP and founder of PROpulsion provides advice to financial advisors and planners who want to keep up with the significant transformation of the financial planning industry.
Get back on track, in four strategic steps
Karl Smith, Senior education, training and member support manager at SAIPA outlines the benefits of small businesses approaching Professional Accountants (SA) for advisory support.
The Bermuda Triangle of change in the future of financial advice
Tiaan Herselman likens the complex landscape of the financial planning profession to the Bermuda triangle. This triangle consists of three interconnected elements; automation, artificial intelligence (AI) and the fascinating field of behavioral sciences.
Technology innovation: the one thing that changes everything in an onerous regulatory...
Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.
Effortless meeting minutes using AI
Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
The power of professional financial planning
CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise. By Sue Beaumont
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
Estate Planning – 2C or not 2C
Dr Rika van Zyl CFP®, FPSA®, School of Financial Planning Law, UFS, clarifies, when to apply Section 2C of the Wills Act 7 of 1953 and when not to
The case for strategic corporate outsourcing
The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise.
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When gold miners became the new tech giants
Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.
Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact
The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.
Alternative sources of return
Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.
Creditworthiness key to client relations
Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
How important are the non-investment services of a DFM?
Increasingly, DFMs are acting as a business partner to financial planners, not simply investment partners.
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