In The Spotlight

Leading global financial services

South African wealth manager chosen for global Top 100 list

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.
Blue Chip Journal Issue 75 cover

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.

Breaking the mould

Nthabiseng Maidi is integrating business advisory and wealth management services – and extending transformation in the process.

The future of wealth in South Africa

The ideal future client is a black millennial woman.

Leading clients to better decisions

How to future-proof your business by integrating tech into the advice process.

Invest globally, locally

Satrix offers a wealth of offshore investment options.

A very good year

Platinum Portfolios Global shows why it deserves its Raging Bull.

Impressive returns

The HedgeNews Africa Awards 2019 took place at a gala dinner at the Vineyard Hotel in Cape Town on 20 February.
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Most Popular

Mapping your advice process

Mapping your advice process: the most important thing you can do in 2025

Wealth Associates undertook the task of mapping our advice process, and if there’s one thing we learned – it should have been done years ago, writes Theoniel McDonald
Preparing Next Gen heirs for the complexities of managing the family fortune

Preparing the Next Gen heirs for the complexities of managing the family fortune 

Stonehage Fleming addresses an often-asked quesion by families grappling with how to go about succession planning: When should we start preparing the Next Gen heirs for the complexities of managing the family fortune, and how should we go about it?
influence client behavior

If you really want to influence a client’s behaviour, appeal to interest not to...

Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant
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