Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.
Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald.
PROpulsion, ProfileMe, and NextGen Planners are excited to announce that applications for the prestigious International Speaker & Influencer Programme 2024 are now available. This ground-breaking programme, which aims to revolutionise the area of financial planning, encourages financial professionals worldwide to improve their public speaking skills and emerge as powerful thought leaders.
The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.
Farzana Botha, Segment Marketing Manager at Sanlam Risk & Savings, says the Graduate Student Package helps intermediaries expand their client base by addressing the graduate market’s specific requirements, including protecting their greatest asset – their future ability to earn an income – while studying.
Blue Chip speaks to Rudolph Geldenhuys, CFP® - Senior Financial Planner at WealthUp, about his journey as a Certified Financial Planner®
An estate consists of the assets and liabilities that an individual accumulates during their lifetime and leaves behind at death. An individual should create and manage an estate plan to preserve, grow and protect their assets during their lifetime and ensure that those assets are transferred to successive generations, says Felicia Hlophe, Legal Advisor, Allan Gray
After an absence of two years, due to Covid restrictions, the Meet the Managers event returned as an in-person event in Cape Town and Johannesburg in the middle of June.