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 human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management.

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.

Seeing the wood for the trees

Professional conduct at Woodland Wealth is defined by rigorous standards, disciplined processes and an uncompromising commitment to client interests. Ethical behaviour forms the foundation of client engagement. Blue Chip speaks to CEO, Andró Griessel.

The compliance landscape for financial planners for 2026

Assessing the regulatory landscape can be compared to reading the ocean before a surf.

What are all the costs that go into using a DFM?

As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important.

Investment platforms: powering advice, enabling better client outcomes

Hymne Landman, CEO at Momentum Wealth, discusses the importance of the human element in providing clients with the best financial advice and planning.

PROpulsion Practice Management Conference 2026

The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.

How flexible and customisable should a DFM offering be?

As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.

The Intelligent Adviser’s Playbook: PROpulsion hosts 2026 Practice Management Conference

A practical virtual conference for financial planning businesses that want to run smarter operations, without adding unnecessary risk or complexity.

Enter adviser practice buy-and-sell conversations with confidence

Blue Chip speaks to Brokerspace and Commspace to find out why understanding the full picture before choosing a path forward might change your succession and sale conversations for the better.
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Building a financial planning practice that outlasts its founders

Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group.
Rob Macdonald, Independent Consultant

The client is the person, not their money

Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.

Is your financial plan written for the woman you used to be?

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.

Corporate activism: Unlocking value beyond traditional investing

Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.
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