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.

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.
Hardi Swart, Financial Planner of the Year 2019 and Lelane Bezuidenhout (CEO of the FPI) at the 2019 FPI Awards.

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 Journal Issue 75 cover

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.

The personal side of financial planning

A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.

Holistic education programmes

Equipping learners to be more effective financial planners.

The future of wealth in South Africa

The ideal future client is a black millennial woman.
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Most Popular

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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