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.

Five ways: how women financial planners can use AI for tough decisions

Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. By Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
succession planning guide for financial advisers

Making succession planning a success

Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.

What the Global AI in Financial Planning report really tells us

The Financial Planning Standards Board (FPSB) recently released its global research report on how AI is being adopted in the financial planning profession.

It’s time for COFI

The Conduct of Financial Institutions Bill, expected to be tabled in parliament early in 2026 and promulgated soon thereafter, introduces a fundamentally different approach to legislation – one that brings inevitable disruption. Blue Chip speaks to Trusted Advisors founder, Anton Swanepoel, and FPI CEO, Lelané Bezuidenhout.

New issue 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) and publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Turning AML Compliance into a Value-Added Service

From regulation to opportunity: Turning AML compliance into a value-added service 

GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
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?
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The Crème de la Crème – meet the three finalists

The Financial Planner of the Year Award was launched in 2000 and is the most prestigious award in the industry. It recognises South Africa’s top CERTIFIED FINANCIAL PLANNER® – a stellar professional who exhibits revolutionary ideas, consummate skill and unimpeachable ethics when dealing with clients. Meet the three finalists.

Reimagining retirement

Historically, clients had to choose between the certainty of a life annuity and the flexibility of a living annuity. Now they can get the...

The spirit of growth, generosity and renewal

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news in the new issue of Blue Chip.

Choosing the right hedge fund

Investment strategy, track record, risk management, investment team, fees and a thorough due diligence are key considerations when choosing a hedge fund.

Midlife recalibration: guiding clients through the midlife transition

Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone.
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