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.

The financial adviser's balancing act

Choose your poison

According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being.
Adam Bacher, CFA®, CFP®, Director, DTB Wealth

Navigating the complexities of succession planning in financial planning practices

Adam Bacher, CFA®, CFP®, Director at DTB Wealth, describes succession planning as both an art and a science, requiring emotional intelligence, strategic foresight and meticulous execution. Addressing challenges proactively and following best practices enables financial planning firms to achieve seamless transitions that benefit clients, employees and the business itself.

The succession plan dilemma for financial advisors

Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
How a Secure AI Assistant transforms your client relationships and frees up your time

How a Secure AI Assistant transforms your client relationships and frees...

Zeldeen Müller, Founder and CEO of AgendaWorx looks at how personal Secure AI Assistants can revolutionise financial advising by simplifying client interactions, streamlining operations, and offering instant, secure support, allowing advisors to focus on strategic growth while providing clients with peace of mind
thinking out the box

Thinking out of the box

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, encourages financial professionals to think outside the box with the technology revolution.
ai-nuclear-energy-future-innovation-disruptive-technology

The anatomy of a bubble: Are we in an AI bubble?

Stuart Copley, Head of Investment Process at Fundhouse, asks the question: are we in an AI bubble?
AI and automation

AI and automation: two sides of the same coin?

Understanding the difference between AI and automation, and how each can benefit your practice, will help you make the most of these technologies writes Francois du Toit, Founder of PROpulsion.
Co-authored by Robyn Clay and Jen Mckay, Directors, Linktank

Unlocking key insights out of disparate data

According to Robyn Clay and Jen Mckay, Directors at Linktank, many South African financial advisors use overlapping software without data-sharing mechanisms, leading to inefficiencies and duplicate data, which hampers effective business intelligence and strategic decision-making.
Anton Swanapoel_Thought Leader Portrait

Solving the practice management puzzle in 2025

Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
succession planning guide for financial advisers

Success in succession: A guide to succession planning for financial advisers

Johnny Wood, Head of Adviser Partnerships at Momentum, provides crucial insights into succession planning for financial advisers.
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The International Investing Symposium 2025

The International Investing Symposium 2025

The Collaborative Exchange, in association with Purple Wealth, are pleased to announce that registration is now open for The International Investing Symposium.
The hidden strength of SA equities

Liberation Day to record highs: The hidden strength in SA equities

For South African investors, the post-"Liberation Day" rally has revealed a hidden strength in local equities that defies the broader narrative of emerging market vulnerability.
White house

Is ESG dead? Why Trump’s exit from SA’s JET is a wake-up call for business

The recent withdrawal of the United States from South Africa’s Just Energy Transition partnership is another stark reminder that sustainability cannot rest on the shifting sands of political will.
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