Cultivating growth, harvesting excellence
Blue Chip speaks to Lelané Bezuidenhout, Chief Executive Officer of the Financial Planning Institute of Southern Africa.
Carmel Wealth – investment announcement
Carmel Wealth, a leading South African wealth management firm, is proud to announce a strategic investment from Correlation Holdings, Limited (Correlation) and an increased equity stake from ThirdStream Partners LLC. These investments underscore Carmel Wealth’s commitment to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
Cogence’s first CEO, a seasoned leader in start-up ventures, finds the...
Cogence’s first CEO, Jonel Matthee-Ferreira, excels at building investment businesses and inspiring her team. She finds Cogence uniquely exciting and is confident that competitors cannot replicate it.
Making a positive impact
Blue Chip speaks to Nonhlanhla Nxele, CFP®, founder and CEO of Esteemed Financial Solutions, who has participated in a business development and growth support programme run by the Association for Savings and Investment South Africa (ASISA).
Practice makes perfect
Blue Chip caught up with managing director and co-founder, Craig and Sue Torr, winners of the Financial Planning Institute of Southern Africa’s (FPI) 2023 Approved Professional Practice of the Year Award. Crue Invest, founded in 2004, provides expert advice on all aspects of financial planning.
Coronation scoops international award for women empowerment in London
Coronation Fund Managers is honored to receive the 100 Women in Finance Europe, Middle East and Africa (EMEA) Diversity, Equity and Inclusion (DEI) Award for 2024.
Lara Warburton, CFP®, Claims Top Honours at FPI 2023 Gala Awards
Johannesburg, 14 November 2023 – The Financial Planning Institute of Southern Africa (FPI) recently hosted its highly anticipated annual Gala Awards evening, a prestigious event recognising excellence in the financial planning industry. The culmination of the evening saw Lara Warburton, CFP®, emerge as the distinguished recipient of the FPI Financial Planner of the Year award.
Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Investment Moments with Momentum Investments, Podcast Episode 4
In this episode of the Investment Moments with Momentum Investments podcast series, Levashni Naicker (Communications Specialist) talks to Krishna Kanjee (Product Specialist: Income and Structured Solutions) about annuities and compulsory and voluntary products.
Investment Moments with Momentum Investments, Podcast Episode 3
Listen to this episode of the Investment Moments podcast series, where Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about living annuities and life (guaranteed) annuities.
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How to stretch retirement savings without chasing unrealistic returns
Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
The power in blending hedge funds
Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.
Not all DFMs are created equal – Why I rejoined the Equilibrium team
Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
Unpacking absolute return: Is this the most misunderstood strategy in today’s market?
Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.
Should you invest in gold?
Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate.
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