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Blue Chip is a Financial Planning Institute of Southern Africa – approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the quarterly journal.

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of...

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging.

The call is coming from inside the house

Moleboheng Moshe-Bereng of the University of the Free State celebrates the institution's 25 years of excellence.

Understanding you is where great advice begins

George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!

The digital gateway to visibility and trust for financial planners

Rizanne Oosthuisen-Botha, founder and CEO of ProfileMe, believes that the less effort it takes to do business, the easier it is for clients to say yes.

What makes a succession plan practically executable?

Kevin Feather of Galileo Financial Planning explores the practical question of what makes a succession plan executable

The quiet power of planting trees for tomorrow

Thando Gobe, CEO of Personal Trust, argues for a return to the straightforward principle of personal and professional service.

Building personal relationships

Edify’s Adam Bulkin believes that building strong personal relationships with clients is the way to attain DFM success.
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it.

Unpacking the Investment Merit of Responsible Investing: A Webinar for South...

South African Independent Financial Advisors (IFAs) and financial planners occupy a critical position in the investment ecosystem, frequently acting as the bridge that translates complex market trends into actionable guidance for retail clients.

Not all green is the same: what you should know about...

Responsible investment has grown into one of the most complex and contested corners of the asset management industry, writes Sam Bovim of the Fossil Free South Africa team.
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Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

Symmetry

Symmetry is an investment solutions provider, bringing together multiple capabilities to deliver consistent, outcome-based portfolios.

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.

Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 
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