insights Archives | Blue Chip Digital

Unit Trust Industry Awards

Join Profile Group as we applaud the top performers and inspire new standards of excellence in fund management!

There is always the next big thing

Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors.

Hannah Wilson, Director of Simplifi Law, asserts that a skilled financial planner can provide immense value to divorcing clients. By creating financially sound and practical strategies for asset division, these planners ensure an equitable and effective distribution in accordance with the financial guidelines of the marital regime.

sign post with ethics, honesty, integrity stock footage. Source: Canva

The ethical treatment of clients

Despite an ongoing emphasis on ethics training for financial services providers (FSPs) and the importance of getting ethics CPD points regularly, the financial planning profession seems never far from a fresh controversy, writes Rob Macdonald, Fundhouse.

What a child can cost

For Youth Month, Paul Menge, Actuarial Specialist at Momentum Investo, has calculated what the expenses for a child may add up to.

Mothering & Money

Jessica Pillay, a Momentum Financial Adviser, stresses the importance of teaching children about debt, future planning, handling life milestones, avoiding scams, and learning from mistakes. By starting with basics like budgeting and saving, mothers can empower their children to make sound financial decisions for a secure future.

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.

How will the COP28 resolutions shape Africa’s financial future and how...

Sandra Villars, Partner, Financial Services at Oliver Wyman, examines the concept of nature-related risk and stresses the need for financing for climate adaptation that is relevant to the African context.

How Ombudsman looks out for banking consumers

Reana Steyn, CEO and Ombudsman for Banking Services, is proud that OBS has assisted thousands of customers—at no cost to the consumer—and recovered millions of rands, but she warns banking clients to be vigilant against scamsters.