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In The Spotlight

Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

A new era of wealth advisory partnerships 

Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth, explores Warwick Wealth’s newly introduced model that reshapes the principles of sustainability, succession planning, and long-term success within today’s advisory environment.
GloRep launches Compliance on Demand

GloRep launches ‘Compliance on Demand’

In a world where compliance obligations are becoming more complex and dynamic, businesses must rethink how they approach risk management. 'Compliance on Demand' offers a smarter path forward, and GloRep is leading the charge.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix.
Rob Macdonald, Independent Consultant

Trump 2.0

Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
Capital Legacy Awkward positions

Don’t die in an awkward position 

Capital Legacy stresses the importance of South Africans having a will regardless of age through their latest awareness campaign: "Don't die in an awkward position. Don't die without a will.".
George Dell, Executive Director, Discretionary Fund Management

MitonOptimal South Africa

For over 25 years, Cape Town-based MitonOptimal has established enduring partnerships with advisors by emphasising innovation, adaptability and a steadfast client-centric approach.
A group of graduates with their caps raised

A major milestone in the evolution of professional certification in financial...

The Financial Planning Institute of Southern Africa (FPI) is proud to announce the successful completion of its first CFP® Capstone and Financial Plan assessment, marking a significant milestone in the evolution of professional certification in financial planning.
Gareth Collier, CFP®, founder at Firecrest Group

Forged by fire: where futures take flight

Gareth Collier, CFP®, one of the 2024 Financial Planner of the Year Award runners-up, recently opened his own financial planning practice, Firecrest Modern Capital. Blue Chip spoke to Collier about the intricacies of this inception.
Warren Wheatley CA (SA), CFP®, Founder, Altvest

Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and...

Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Altvest Capital's banners on road

Altvest credit opportunities fund reports transformational year of growth and impact...

The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
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Announcement of Finalists for the 2025 Financial Planner of the Year Award

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.
stock market structure

South African equities: beyond the gloom

In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.

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. The focus is to unite and inspire the younger (under 40-year-old) CFP® professionals.

What is a hedge fund?

Hedge funds employ investment strategies that aim to outperform in both rising and falling markets. This article is the first in a series of introductory articles on hedge funds, written by Rob Macdonald, an independent consultant, author and CFP® Professional.

Communication that feels relatable

Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director, Slatter Communications
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