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.

Big tech turnaroud. What's behind the recovery

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.
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.
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When the dream becomes bigger than the award

“Success is never owned. It is rented. And the rent is due every day,” writes Wouter Fourie, CEO, Ascor Independent Wealth Managers.

Good advice is changing: Join us at PROpulsion Ascend 2026 on 20 October

What does good advice need to look like next? PROpulsion Ascend 2026 is a live virtual event exploring the shifts shaping financial advice, advice businesses and the profession.

Leading a global profession: a year of growth, connection and purpose

Former chairperson of the Board for the FPI, Kirsty Scully, CFP®, who has been re-elected to be the 2026 chairperson of the Financial Planning Standards Board Council, shares her international perspective on the profession.

Same Trusted Engine; A Sharper Partner

Because Otto1890’s solutions are modular, a practice can start small and layer on capability as it grows without re-papering clients or rebuilding processes each time. Blue Chip speaks to Claudius Rostoll, head of private client enablement at Otto1890.

The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890.
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