Newsletter

Why AMEFTs should be part of your 2025 portfolio

AMETFs present new opportunities to blend active management with the liquidity and convenience of ETFs — making these products well worth the attention they’re receiving.
austin-distel-jpHw8ndwJ_Q-unsplash

Building emotional resilience in challenging times

Financial planners are trained extensively in financial planning but Kim Potgieter, CFP®, Director, Chartered Wealth Solutions, states that curriculums should also focus on the emotional resilience a planner needs when dealing with clients' challenging conversations.
AI stick image

AI you didn’t know exists

By analysing medical images – whether MRIs, X-rays or CT scans – AI can detect abnormalities with remarkable precision. In many instances, AI can recognise patterns in medical data that may escape the human eye, allowing for earlier diagnosis of conditions like cancer, heart disease and even the early stages of neurological disorders.
beautiful-cryptocurrwncy-concept

The future of digital currency in South Africa

South Africa is embracing the mainstream adoption of digital currency. However, Roger Eskinazi, Managing Partner at Tickmill, points out that there are several unique challenges that could impede its widespread acceptance and use.
capturing value for clients from SA's ETF boom

Capturing value for clients from South Africa’s ETF boom

The ETF boom in South Africa is multi-faceted, driven by cost-efficiency, performance and accessibility, writes Kingsley Williams, Satrix. As advisors, understanding these drivers will help you guide your clients better and offer a broader palette of effective investment strategies.
pexels stock image

Navigating succession: financial advisors retire much later than they realise

A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
Abstract financial graph with up trend line candlestick chart and number in stock market on blue color backgroundAbstract financial graph with up trend line candlestick chart and number in stock market on blue color background

Market movers

The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Offshore investing

Offshore investing: tax issues and jurisdictions

Three of South Africa’s top investment professionals discuss offshore investing and structuring financial plans to suit each client’s needs and objectives.
Capitalising on global investment opportunities

Capitalising on global opportunities

According to Bastian Teichgreeber, Prescient Investment Management, while investing in equities has traditionally been the go-to strategy for global diversification, South African investors need to explore other options.
Kopanp Makhu, Portfolio Manager, Mazi Asset Management

How Mazi Multi-Asset delivers long-term returns

Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
- Advertisement -

Most Popular

Staying ahead of the automation, AI and machine-learning curve

Businesses should act sooner rather than later before many practical, easy-to-implement tools become redundant and ineffective. So says process and systems management specialist, Muhammad Ali, CEO of WWISE, a trainer and implementer of ISO standards and programmes.

Five ways: how women financial planners can use AI for tough decisions

Conversational AI is a game-changer for women financial planners – it’s like having a strategic partner on call 24/7. AI engages with you in real-time, asking targeted questions about your practice, your clients, your goals – and then gives tailored insights based on your replies.

Financial planners answer a few key questions

Ever wondered how others in the profession think, what their perspectives are or how they charge clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
- Advertisement -