The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Considerations for retail and institutional investors when incorporating hedge funds into...
A careful consideration of how hedge funds fit into an overall investment strategy is crucial for both institutional and retail investors, as is close attention to regulatory requirements.
The key factors that matter to financial advisers
Florbela Yates, Managing Director at Equilibrium explores seven key factors that can contribute to financial advisers' success.
FPSB honours two leaders for outstanding contributions to the financial planning...
Lelané Bezuidenhout, CFP®, and Stephen O’Connor, CFP®, awarded the FPSB 2025 Noel Maye Award
What leadership means to Consult’s new CEO
As the newly appointed CEO of Consult by Momentum, one of South Africa’s largest independent financial advice businesses, Johan Minnie shares his vision for a more human, purpose-driven approach to leadership – one that puts people first.
Philanthropy in South Africa: evolving trends and its role in a...
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.
Announcement of Finalists for the 2025 Financial Planner of the Year...
We are delighted to announce the names of the three finalists for the most prestigious competition in the financial planning industry – The 2025 Financial Planning Institute of Southern Africa Financial Planner of the Year Award.
Invest in the future of financial planning: Support the FPI Education...
With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Marching to the beat of a younger generation’s drum
The FPI has launched the YFPO, a member-led FPI community, to make professional financial planning available to all South Africans. Jodrey Rossouw, Core Wealth Advisory Services and Chair, YFPO, FPI, says the focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.
Altvest Capital transitions to Africa Bitcoin Corporation (ABC) – Africa’s first...
Altvest Capital announced its formal transition to Africa Bitcoin Corporation (ABC) on 1 September 2025, marking the beginning of a bold new chapter in African finance.
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Your AI note-taker is a POPIA problem
Zeldeen Müller, CEO, inSite Connect, explains why boards need to know exactly where meeting recordings, transcripts and sensitive information are being stored – and who ultimately controls that data.
Real assets: the strategic case for inflation defence
Cohen & Steers is a leading global investment manager specialising in real assets and alternative income, focused on delivering attractive returns, income and diversification. Blue Chip finds out more in this interview with Sean Cooney, Head of UK Wealth, Global Wealth Management at Cohen & Steers.
A legend in the financial world retires
"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August.
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.
The client is the person, not their money
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.
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