Charity begins at home
Women at Prescient Investment Management are shaping conversations across investments, client strategy and leadership teams. Blue Chip speaks to three women leaders at the helm of Prescient.
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.
Making succession planning a success
Succession planning remains a top priority for advisors everywhere. Florbela Yates, head of Equilibrium, discusses their approach, which begins with ensuring the advisor's investment offering is clean and scalable.
Retirement savings: Realising the power of women’s financial independence
Momentum Financial Planning delves into the unique financial challenges women face and the proactive steps they can take to secure their future.
AI and the future of financial planning: how it’s revolutionising the profession
Artificial Intelligence is no longer a concept on the horizon – it’s here and it’s rapidly transforming the way financial planners serve clients, manage practices and evolve their own professional capabilities. By Dante De Gori, CFP®, CEO, Financial Planning Standards Board.
I am because of others
Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark.
A partnership for lifelong success
Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
A universal perspective
Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
Disruption, reinvention and inclusive leadership: how can we use the opportunity...
Judith Haupt, Managing Director at Contract South Africa, states that the business environment is being reshaped due to social trends. It is important that we realise that these trends pose both big risks and opportunities to rethink our work and our world fundamentally.
- Advertisement -
Most Popular
Reimagining retirement: Why rules of thumb matter more than we think
Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign.
Building better futures
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
Certainty in volatile markets
In turbulent markets, structured solutions blend capital protection, defined outcomes and broader index exposure.
Global Financial Planning Conference ALL STARS
PROpulsion is hosting a one-of-a-kind Global Financial Planning Conference on 3 June 2026 featuring over 40 speakers from around the world in an ALL Stars event.
Protecting independent financial advice
The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.
- Advertisement - 
