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.

Alexforbes named South African Manager of the Year at the Raging...

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.

Is everything becoming AI – and how can you respond without...

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?

Cyber Security Summit – South Africa 2026

The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.

AIP Capital Management

AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books.

Why advisers hold the key to client peace of mind when...

Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, describes the pivotal responsibility of financial advisers, not just as financial and investment planning experts, but as trusted partners.

Visio Fund Management

Visio Fund Management is based primarily in Johannesburg and Cape Town, South Africa, and also has a research presence in the USA, Israel and Australia.

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp.
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.

How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.
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Is your investment making you emotional?

Investment performance can stir emotions, but understanding each asset’s purpose helps investors make better decisions, writes Janeen van Heerden, Head of Business Development at Momentum Securities. 

The index decision that matters

Index investing may remove the need to select individual shares, but it doesn’t remove the need for investment judgement, writes 1nvest’s Ahmed Motara.

Two-pot withdrawals, December bonuses and mounting debt

Are South Africans sacrificing their financial future to survive the festive season, asks Thinus Marais, Financial Adviser at Momentum Financial Planning.

What is an ETF?

Exchange-traded funds offer financial planners a growing range of options for building client portfolios.

Blue Chip ETF Guide 2027

Welcome to the 2027 edition of the Blue Chip ETF Guide, a guide to exchange traded funds in South Africa.
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