Practical conversations for financial health and wellbeing
Retirement should be a time of fulfilment and joy, yet many people struggle through this transition. Partly because retirement marks a major life adjustment, but also because people often fail to prioritise the relationships and connections that contribute to happiness, says Kim Potgieter CFP®, Director, Chartered Wealth Solutions
Starting retirement on a high note: The power of planning a...
Ricardo Teixeira, Chief Operating Officer for BDO Wealth Advisors, believes that planning a dream holiday provides an ideal start to retirement and helps ease the often turbulent transition into that period. He encourages new retirees to shift from a “saving” mindset to a “reward” mindset.
The rise of family offices in South Africa
Many high-net-worth individuals (HNWIs) are increasingly looking to the family office model to protect and manage their wealth in a more cohesive manner says, Grant Alexander, Director, Private Client Holdings.
Blue Chip Round Table Series
Blue Chip will be launching a series of Round Tables in 2023, covering key topics of interest to Financial Planners. The first round table, brought to you by Equilibrium (a division of Momentum Investments), focuses on Discretionary Fund Management. Register here...
The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
Controlling the ‘controllables’ in uncertain times
Using evidence-based investing principles - relying on accurate facts and credible analysis - to meet investment goals
Flexible lifestyle choices for the modern retiree
While all our lives have been put on hold for at least a few months, decisions about our futures still have to be made, and this includes older people making choices about the way they will live in their retirement.
The July 2020 edition of Blue Chip journal now available
Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
Introducing the Crawford Measure
Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
Blue Chip – the quarterly journal for the financial planning industry
Blue Chip, the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), carries contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
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What key factors should institutional investors consider?
The role of structured products in institutional investments is growing, but these investors need to consider all the usual risks and benefits including liquidity and compliance with regulations such as Regulation 28 of the Pension Funds Act.
What risks and potential rewards need to be evaluated in structured products?
In evaluating structured products, all the risk factors need to be balanced against the benefits to ensure that the risks don’t undermine the benefits.
The transparency of structured products’ risk-return profiles and fees
When recommending structured products, advisors need to ensure risk and return profiles are suitable for investors. Full disclosure also requires transparency about the costs of investing. But risk-return profiles in structured products sometimes depend on the interplay of guarantees, conditions and pay-offs. Embedded costs are difficult to evaluate but listed products should be disclosing these.
Alexforbes named South African Manager of the Year at the Raging Bull Awards
Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.
What are the different types of structured products available to retail and institutional investors...
There is a limited range of structured products offered in South Africa compared to the rest of the world.
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