Newsletter

driving digital inclusion

Driving digital inclusion

Convergence Partners Digital Infrastructure Fund beat its target and closed at $296-million in 2023, says Andile Ngcaba, Chairman and Founding Partner of Convergence Partners.
retirement

Retirement coaching: adding value to your practice

When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
pexels-pixabay-40751_1

Lessons from the Comrades Marathon

Next year, my father, Barry Holland, is poised to take part in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic achievements and the striking parallels they provide to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
Financial Planning leads to better outcomes – beyond wealth, but myths persist

Financial Planning leads to better outcomes – beyond wealth, but myths...

New study shows South Africans who work with CERTIFIED FINANCIAL PLANNER® professionals have a better quality of life, enjoy more financial confidence and resilience, and are more satisfied with their financial situation.
savings

Time for SA consumers to tighten belts and avoid debt

The recent increase in the repo rate, combined with steep increases in fuel and energy prices, points to a torrid time ahead for South African consumers – but the short-term discomfort should pay off in the long term, says employee benefits advisor firm NMG Benefits.
Retirement planning

A catalyst for positive change

The Institute of Retirement Funds Africa is an association that represents and promotes the interests of the retirement industry in South Africa and across the continent to the ultimate benefit of the members of retirement funds. Blue Chip spoke to chairperson, Geraldine Fowler.

A DFM can’t help you with your hair but can help...

When choosing a LISP platform, investors will be faced with the decision around an open-architecture platform (ie an independent platform that offers a wide range of underlying funds) or a more closed-architecture platform (that restricts the number of underlying funds you can invest in), says Florbela Yates, Head of Equilibrium Investment Management.
Digital solutions

Harnessing the power of digital solutions in wealth management

By leveraging technology, advisors can better address the evolving needs of their clients, building stronger relationships and driving client satisfaction, says Hymne Landman, Head of Momentum Wealth.
NMG expands operations in Namibian market

NMG expands operations in Namibian market

Advisory and intermediary firm NMG Consultants and Actuaries t/a NMG Benefits has opened an office in Windhoek as it looks to offer a range of retirement fund, investment and actuarial consulting services to Namibian businesses, pension funds and medical aid funds.
motorcycles on road

Riding forward to a green future in Africa

Electric motorcycles are set to be a dominant force in Sub-Saharan Africa’s sustainable mobility transformation, but continued investment in startups tackling barriers across the value chain will be critical to maximise the full potential, says a report recently released by the Powering Renewable Energy Opportunities (PREO) programme.
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BCI Global Investment Conference 2025

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...
Zeldeen Müller, CEO, AgendaWorx

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.
The financial adviser's balancing act

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...
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