Life after cash
Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
Crypto assets: an evolving landscape
This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
How will COFI impact FSP representatives?
Representatives must still make the paradigm shift to optimise technology to ensure that they will be able to cope and excel before, during and after COFI is implemented, writes Anton Swanepoel, Trusted Advisor.
Money issues in divorce
Hannah Wilson, Director of Simplifi Law, asserts that a skilled financial planner can provide immense value to divorcing clients. By creating financially sound and practical strategies for asset division, these planners ensure an equitable and effective distribution in accordance with the financial guidelines of the marital regime.
Do you want to take advantage of the highest first-world interest...
To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
Five ways a financial adviser can help you on your journey...
As we embark on Savings Month, it's crucial to consider the role of sound financial planning in achieving our goals, says Bertie Nel, Momentum Head of Financial Planning and Advice.
The Two-Pot System will change the future of how we all...
South Africa is on the brink of a retirement crisis, with only 6% of the population prepared for a comfortable retirement. Starting September 1, 2024, the Two-Pot System will change retirement planning by allowing flexible access to savings.
Terence Tobin, CFP®| Financial Planner Profile
Blue Chip speaks to Terence Tobin, CFP®, Director at Rich Ideas Group, about his journey as a Certified Financial Planner®.
Here’s why business owners should work with independent financial advisers
Stian De Witt from NMG Benefits explains why business owners should consider using an independent financial advisor instead of a ‘tied agent’.
Financial advice – the career of choice for young professionals and...
Aubrey Faba, Channel Director at Momentum Financial Planning, highlights the rising appeal of careers in financial advice for this new generation. Known as the "slasher generation" for juggling multiple roles, these young professionals can find meaningful and financially rewarding opportunities as financial advisers.
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Client confidence beyond the wrapper: engaging investors on investment safety
According to Vuyo Nogantshi, Head
of Distribution: Index and Structured Solutions, Absa Group, Financial planners need to demystify an increasingly complex array of products in today’s investment landscape.
BCI Global Investment Conference 2025
Join us at the industry leading investment management conference of the year.
BCI will proudly host 41 top local and offshore investment managers in May 2025.
A prime opportunity to gain...
Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
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