Offshore investing: where, how and how much?
In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing.
Unveiling the magic of social media for financial advisors
Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication.
The 7 Pillars of Financial Health – Partnering with a Professional...
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
Deepening trade ties with member states
South Africa, represented by SACCI, is chairing the
Trade and Investment Working Group of the BRICS Business Council.
Effortless meeting minutes using AI
Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process.
Annuities: choose wisely
Financial advisors have the critical challenge of helping their clients convert retirement capital into an income stream to see them through their retirement years, says Dr Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University.
The power of professional financial planning
CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.
Alternative energy fund launched
A R400-million Energy Fund designed to cater to small to medium-sized enterprises (SMEs) who need to find ways of keeping their businesses supplied with power has been created by Business Partners Limited, says Executive Director, Jeremy Lang.
Creative industries are growing the economy
South Africa’s cultural creative industries have seen a rise in activity and economic contribution in recent years. The direct impact (also called Value Added) of the CCIs in 2018 was $5.51-billion, accounting for 1.7% of GDP (compared to 1.5% in 2016). Taking the Direct Effect, Indirect Effect, and Induced Effect into account, the CCIs’ total effect on the economy was $18.01-billion, or 5.6% of the country’s GDP.
Medical aid 101: don’t let the rising healthcare costs hold you...
If you’re one of the 16 out of 100 South Africans who have medical aid, you’ll know that the cost of private healthcare is rising fast. That’s why it is critical to understand the benefits you are entitled to, says Gary Feldman, Executive Head of Healthcare Consulting at NMG Benefits.
- Advertisement -
Most Popular
BCI Global Investment Conference 2025
Join us at the industry leading investment management conference of the year.
BCI will proudly host 41 top local and offshore investment managers in May 2025.
A prime opportunity to gain...
Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
Choose your poison
Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...
- Advertisement - ![]()
