The evolution of savings
Allocating a portion of your savings to 36ONE hedge funds can improve your portfolio longevity
Seeking opportunity through an ESG lens
The Covid-19 crisis has laid bare the very real interconnectivity between our social, environmental and market systems
Introducing the Crawford Measure
Have you ever had a client ask you if they are saving enough for retirement? We have built an application to make this question easier to answer
How we’re managing money in the eye of the storm
As Covid-19 changes the way we work, being flexible, supportive and resilient will be crucial.
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.
The Chinese experience of Covid-19
Does China’s experience of Covid-19 provide a gauge of what to expect elsewhere?
The personal side of financial planning
A reflection by Bruce Fleming CFP®, Private Wealth Management, and Financial Planner of the Year 2016.
Leading clients to better decisions
How to future-proof your business by integrating tech into the advice process.
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Most Popular
When is the right time to take your wealth offshore?
Coreen van der Merwe, director at Sovereign Trust (SA) Limited, shares insights on how Understanding “offshore” starts with one simple certainty: nothing in the South African Income Tax or Reserve Bank regulations prohibits South Africans from opening a bank or investment account, or setting up an offshore trust.
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 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?
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