Newsletter

It is the team that wins the tournament

According to Darren Burns from Graviton, if a financial advisor isn’t acting as a financial coach for their clients, what other role do they play?
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth.
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Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
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Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
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Financial planner as Choice Architect

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices.
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Tomorrow is here

The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
Varsha Vala, Principal Officer: Medihelp Medical Scheme, Medihelp

Medihelp is deeply invested in members’ health

According to Varsha Vala, empathy is the cornerstone of Medihelp’s human-centred design philosophy, driving the creation of personalized, emotionally resonant insurance solutions that cater to the evolving needs and values of their members.
Regulation 28 and the paradox of choice

Regulation 28 and the paradox of choice

Conlias Mancuveni, Hollard Investment Managers, asks: "How do financial advisors prudently assist their clients to navigate the new Regulation 28 changes?"
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Social media in financial planning

Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth.
Rob Macdonald, Head of Strategic Advisory Services, Fundhouse

The power of incentives

Rob Macdonald, the head of Strategic Advisory Services at Fundhouse, discusses the human side of investing using Charlie Munger's speech "The psychology of human misjudgment".
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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.
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