Advising vulnerable clients
Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.
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.
Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact
The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.
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.
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Quality’s cul-de-sac: when great businesses move together
Owning a basket of great businesses does not always lead to diversified outcomes. When many of those businesses depend on the same market conditions, portfolios can behave far more similarly than investors expect, writes Daneel de Villiers, Investment Analytics Analyst, Fundhouse.
Following in the footsteps of excellence
Financial Planner of the Year 2025/26, Nicola Langridge, CFP®, says that some of her most rewarding moments have come from engaging with other planners, challenging ideas, hearing different perspectives and exchanging practical experiences.
Reflections on my first year as the FPI chairperson
Leading with purpose in a changing profession. By Olwethu Masanabo, CFP®, FPI Chairperson.
Do I really need a will? Some questions answered
National Wills Week takes place from 14–18 September 2026. It is a useful reminder to deal with something many of us put off: recording what should happen to our estate when we die.
FPi announces 2026 Corporate Partner of the Year finalists
Professional Provident Society Insurance Company Limited (PPS), Momentum Metropolitan Limited (Momentum) and Alexforbes Financial Planning Consultants have been recognised for advancing professional financial planning through active partnership.
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