Financial Planning

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.

Not all DFMs are created equal – Why I rejoined the...

Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.

Unpacking absolute return: Is this the most misunderstood strategy in today’s...

Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.

‘Braaibroodjies’ are more important than you ever imagined

The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult.

The 4 cornerstones of a sustainable financial planning business

Running a financial planning business is more than serving clients well. True sustainability comes from working on the business, not only in it, writes Kevin Feather, Head, Galileo Financial Planning.

Building value in a shifting landscape

Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate.

Africa’s trillion-dollar decade: don’t miss the boat

Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management.

FPI unveils Vision 2030 and strategic direction for the financial planning profession    

FPI unveils new vision and mission for 2030 – building better futures through trusted professional financial planning.

How to build a successful investment practice

With more than 30 years’ experience in the investment industry, Kritz Koetzee, Head of Business Development – South, Glacier by Sanlam, has some insights to share when it comes to building a successful investment practice.

The financial planning views of the youth

Young people today are navigating a complex financial environment, characterised by ambition and anxiety, writes Florbela Yates, Managing Director, Equilibrium.

Enhancing post-retirement income with discretionary solutions

When used strategically alongside compulsory retirement funds, discretionary money can significantly improve a retiree’s financial position.
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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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