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.

Sameer Kumandan, MD of SearchWorks

FICA in the era of deepfake and AI-driven fraud

AI-powered scams are rapidly reshaping the fraud landscape, exposing new vulnerabilities within financial systems and eroding public trust in digital communication, writes Sameer Kumandan, MD of SearchWorks

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
Mapping your advice process

Mapping your advice process: the most important thing you can do...

Wealth Associates recently undertook the task of mapping their advice process, and if there’s one thing they learned, it has unlocked significant opportunities to improve client experiences, writes Theoniel McDonald
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the...

Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
succession planning

Succession planning for independent financial advisors in South Africa

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
Gareth Collier, CFP®, founder at Firecrest Group

Forged by fire: where futures take flight

Gareth Collier, CFP®, one of the 2024 Financial Planner of the Year Award runners-up, recently opened his own financial planning practice, Firecrest Modern Capital. Blue Chip spoke to Collier about the intricacies of this inception.
The power of play in the workplace

The power of play in the workplace: how fun fuels success

According to Kruger, employees engaging in playful activities “experience a sense of freedom that allows fresh thinking, stronger connections with colleagues and increased motivation”.
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse.
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct.
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
- Advertisement -

Most Popular

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.

The pros and cons of using a hedge fund

Hedge fund strategies are not guaranteed to outperform more traditional investments, but they can turn market downturns into value-generating opportunities.

Amplify Investment Partners

Based in Tygervalley, Cape Town, Amplify Investment Partners is a registered discretionary Financial Services Provider, which holds a FAIS Category I, II and IIA licence (FSP No. 712).
Grant Alexander, Founder and Director, Private Client Holdings

Philanthropy in South Africa: evolving trends and its role in a wealth management plan

Philanthropy is undergoing a significant transformation in South Africa.
- Advertisement -