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Kobus Wenzel speaking on trends

1Life Insurance roadshow unlocks new opportunities for brokers in a challenging...

South African businesses are navigating unprecedented challenges as the impact of global events and local headwinds such as persistent loadshedding and a weak rand create economic pressures that weigh on consumer spending.
Photo of Father and son brushing teeth their teeth.

Latest claims statistics: a reality check for men

Statistics South Africa (StatsSA) confirm that women live considerably longer than men, on average.¹ The general consensus is that the combination of men’s lifestyle...
Photo of Brandon Garbutt

Capital Legacy’s Brandon Garbutt to Step Down as Chief Operating Officer

Capital Legacy COO, Brandon Garbutt, has announced that he will be leaving Capital Legacy at the end of the year. Brandon made the announcement to...
Blue Chip Journal Issue 76

The July 2020 edition of Blue Chip journal now available

Blue Chip is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
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.

If you can’t ride your bike all month, should you be...

A bold new wave of Insurtech startups are doing for insurance what Fintech did to the finance industry a few years back
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AMETF

What you need to know about AMETF transparency

According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more dynamic and potentially higher-return opportunities.

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
Coreen van der Merwe, director at Sovereign Trust (SA) Limited

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.
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