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.

Digital Transformation Summit – South Africa 2026

Bringing together 200+ C-level executives, CIOs, CTOs, technology leaders, policymakers, and digital decision-makers, the summit is set to take place on 11th March 2026 at the Indaba Hotel, Spa and Conference Centre.

Cyber Security Summit – South Africa 2026

The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp.
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.

Enhancing your advice proposition

Methula Sikakana, Business Development Manager, Equilibrium Investment Management, shares his insights into how to build a successful advisory practice by aligning your products with the needs of your clients.

Practice durability pressures: succession, consolidation and margins

Independent financial advice has never been more needed, and it’s never been under so much pressure, writes Martha Koekemoer, Managing Director, Commspace.
Zeldeen Müller, CEO, AgendaWorx

It’s always been good practice, but now it’s a legal requirement…

On 26 March 2025, the FSCA published a conduct standard on financial education initiatives. The conduct standard sets out various requirements with which financial institutions must comply from 25 March 2026. Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI provides a summary of what will need to happen. 

Scaling new heights

Florbela Yates (Managing director, Equilibrium Investment Management) relates how rebranding their business unified their local and offshore DFM capabilities.

Learnings from the field: IFA mergers and acquisitions

Kathryn van Dongen (Group COO, Carmel Wealth) shares what she has learned about IFA mergers and acquisitions through her work with top IFA practices.
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Symmetry

Symmetry is an investment solutions provider, bringing together multiple capabilities to deliver consistent, outcome-based portfolios.

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.

Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 

Hedge fund manager and fund listing

This list of hedge fund managers and hedge funds has been supplied by the companies featured. It does not claim to be an exhaustive list, but rather gives an indication of the range of businesses offering hedge funds.
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