The cost of carbon: an investor’s perspective
Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
Review of “Mirror Success for Advisors” by Kobus Kleyn, CFP®
In celebration of the launch, Kleyn offers a complimentary digital copy of "Mirror Success for Advisors" to Blue Chip.
Life after cash
Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
Five ways a financial adviser can help you on your journey...
As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
Are you covered for a rising age and declining health?
Stephen van Niekerk, from Momentum Life Insurance, highlights how life insurance is an integral part of a holistic financial plan as you age.
Here’s why business owners should work with independent financial advisers
Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’.
Removing the jargon from your investment goals
Florbela Yates, Head of Equilibrium, discusses the robustness of South Africa’s financial investment protections, covering the risks and defenses linked to banks, insurance firms, and unit trusts, and the role of LISPs in controlling and securing investments.
Life after work
Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement.
AI: an approach that will power change in almost every industry
Chris Willis, a Research Analyst at Melville Douglas, states that although artificial intelligence (AI) has long been a prominent topic, it seemed distant to many until it became widely accessible in 2023.
The power of balance in your advice practice
Equilibrium has successfully grown its market share over recent years, built on good investment outcomes and by adding value to advice practices, writes Riaan Bosch, portfolio manager at Equilibrium.
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Protected: Shaun Thomson
What inspired you to become a financial planner?
I was diagnosed with a Kidney Disorder (PKD) in 2008. I held a profession in education for...
Altvest Capital reports robust FY2025 growth: asset expansion, strategic investments, and revenue surge
Altvest Capital reports strong FY2025 results driven by asset growth and investment performance
Record of advice: various definitions often lead to misinterpretation
Some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct.
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