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.
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The vital cog in development
David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management.
FPi announces 2026 Financial Planner of the Year finalists
South Africa’s leading financial planning professionals to be recognised at 2026 FPi Professionals Convention.
Delivering consistent outcomes through hedge fund solutions
Suvira Bodha, Head of Strategic Investment Capability at Symmetry, shares insights on delivering consistent hedge fund outcomes.
The insurance gap isn’t a market problem. It’s a human one
Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps.
The best financial advice starts with your goals, not a product
The 2026 Momentum Financial Planning (MFP) Achievers Conference highlights why advisers need to move beyond products and help clients navigate increasingly complex financial lives.
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