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.

Momentum_Invest_Eugene_Botha

Investing in machine learning research 

Machine learning is a rapidly growing field that offers many potential applications in investment management and related fields, writes Eugene Botha, Deputy Chief Investment Officer at Momentum Investments.
Andries de Jongh

Elevating client service in wealth advisory: the Seed Analytics solution

Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".
Henda_Kleingeld

Intelligence: the emotional and the artificial

Emotional intelligence gives us the edge that will allow us to coexist and not resist artificial intelligence.
Photo of Francois du toit_ Founder and Head of Content and Sales_Propulsion

Technology and the customer experience

Francois du Toit, the CFP and founder of PROpulsion provides advice to financial advisors and planners who want to keep up with the significant transformation of the financial planning industry.

Get back on track, in four strategic steps

Karl Smith, Senior education, training and member support manager at SAIPA outlines the benefits of small businesses approaching Professional Accountants (SA) for advisory support.
Tiaan Herselman

The Bermuda Triangle of change in the future of financial advice

Tiaan Herselman likens the complex landscape of the financial planning profession to the Bermuda triangle. This triangle consists of three interconnected elements; automation, artificial intelligence (AI) and the fascinating field of behavioral sciences.
Anton Swanapoel_Thought Leader Portrait

Technology innovation: the one thing that changes everything in an onerous regulatory...

Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.
AI meeting minutes.

Effortless meeting minutes using AI

Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
women looking over documents on a desk

The power of professional financial planning

CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.
desk scene with laptop

The case for strategic corporate outsourcing

The 1990s saw organisations starting to outsource business activities, such as accounting, HR, data processing, security and maintenance to cut costs. Today, outsourcing is seen as a far more strategic tool than merely a cost-saving exercise. By Sue Beaumont
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How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.

Differential Capital

Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.

Multi-Asset Outlook 2026: Bright beams through stormy seas

Investors keep asking us, is the wild ride over? Unfortunately, we think not.

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.

Glacier by Sanlam appoints Zeenat Patel as Head of Investment Solutions

Glacier by Sanlam have announced the appointment of Zeenat Patel as their Head of Investment Solutions.
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