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.
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.
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 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.
A Coaching Way of Being
Blue Chip explores the role of coaching in unlocking financial potential. Behavioural coaching expert, Rob Macdonald, unpacks what it is and why it is important to the work of a financial planner.
The succession plan dilemma for financial advisors
Marc Wiese, Managing Director at Warwick Wealth's explores key challenges and solutions for a seamless transition.
Portfolios built for prosperity
Capital Internationals Group's collaborative approach enables them to better understand your business, adapt to its unique requirements and ensure that your client needs come first.
Cutting out the noise
The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
Alexforbes strengthens investment capabilities
Alexforbes announces significant enhancements to its investment team, aimed at delivering superior outcomes for clients across various regions.
Analytics
Partnering with Analytics is a strategic decision that extends far beyond simply outsourcing investment management, writes James Towell, Managing Director at Analytics.
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Rozendal Partners
Rozendal Partners is a South African hedge fund and a global equity fund with R2.5-billion in assets under management.
Focus and intentional action are key to building generational wealth
As South Africans settle into 2026 and reassess their financial priorities for the year ahead, the conversation is increasingly shifting from short-term wealth accumulation to long-term legacy planning, writes Hugo Blom CFP®, Financial Adviser at Momentum Financial Planning.
It’s always been good practice, but now it’s a legal requirement…
Financial education is no longer optional, and this is great news for consumers, writes Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx.com AI
Legacy planning: an act of care
In South Africa, the complexities of cultural and economic factors can make dealing with loss even more challenging. That’s why being proactive about legacy planning is so important. Siyasanga Kashe, Executive Member Solutions at Momentum Corporate, shares five key guidelines to assist you in safeguarding your legacy.
Outlook 2026: Robust earnings and ongoing investment in new technologies may continue to support...
Investors in developed markets still face high valuations, policy uncertainty and concentrated sector leadership, but supportive elements such as resilient earnings and advancements in AI could offer meaningful upside.
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