Newsletter

Mathew Marrian

The future of retirement planning: two-pot system insights

According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
Ferdi van Heerden

Momentum Investments’ new CEO: Ferdi van Heerden

Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023.
Two stacks of coins with sprouts ontop symbolizing monetary growth

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.
Tim Slatter, Creator of Contatto and Director, Slatter Communications

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 by Rob Macdonald

The 7 Pillars of Financial Health – Partnering with a Professional...

Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
The Trade and Investment Working Group of the BRICS Business Council.

Deepening trade ties with member states

South Africa, represented by SACCI, is chairing the Trade and Investment Working Group of the BRICS Business Council.
AI meeting minutes.

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.
Happy retirement

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.
women looking over documents on a desk

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.
store aisle

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.
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Tim Slatter, Creator of Contatto and Director, Slatter Communications

If you don’t pay, you don’t stay

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Rob Macdonald, Independent Consultant

Trump 2.0

Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage...
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