Medihelp is deeply invested in members’ health
According to Varsha Vala, empathy is the cornerstone of Medihelp’s human-centred design philosophy, driving the creation of personalized, emotionally resonant insurance solutions that cater to the evolving needs and values of their members.
Profiling financial planners
Ever wondered how others in the profession think, what their perspectives are or how they charge their clients? Blue Chip speaks to CERTIFIED FINANCIAL PLANNERS® and gives you the inside scoop.
Maximising efficiency in board management
Zeldeen Müller, the CEO of AgendaWorx, provides a guide for employee benefit consultants using cloud computing and AI.
Reimagining retirement planning
According to Fareeya Adam, Momentum Wealth has reimagined retirement for South Africans through income solutions aimed at empowering people to confidently plan for retirement.
A case for precious metals
According to Michael Mgwaba, Head of Exchange Traded Products at ABSA, traditional asset classes have historically helped advisors achieve satisfactory results in portfolio construction for their clients; however, our view is that there is time to consider inclusion of precious metals for the retail clients to improve risk adjusted returns.
Consider the pros and cons of life and living annuities
Kenny Meiring, an Investment, Retirement and Estates Planning specialist, considers the pros and cons of life and living annuities.
Could smaller companies have a bright spot despite a gloomy environment?
While it’s important to be mindful that investment performance can be hit by increasing the allocation to smaller companies too early, it’s prudent to ensure you have a seat at the table to avoid missing out on small-cap performance, which often arrives suddenly writes Nkosi Kondi, Country Head South Africa, Schroders.
Unleashing client success: the power of value-based conversations
Kim Potgieter CFP®, Chartered Wealth Solutions, states that understanding clients' core values in financial planning is crucial and can lead to providing your clients with long-term financial well-being.
Corporate governance: a compliance or business issue?
Anton Swanepoel, Trusted Advisor, spotlights corporate governance as an integral factor in the Conduct of Financial Institutions (COFI) Bill.
Will June be the month when all three of the BoE,...
The Bank of England, US Federal Reserve, and European Central Bank have maintained their interest rates this month, but market expectations are now leaning towards cutting rates in June say Azad Zangana, Senior European Economist & Strategist at Schroders.
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FPI launches Education and Training Trust: Investing in the future of financial planning
With the support of members, corporate partners, and friends of the profession, the Trust will grow the financial planning pipeline, advance transformation, and ensure that all South Africans — regardless of background — have access to trusted, competent financial planning professionals.
Records tumble in best year yet for South Africa’s hedge fund industry
South Africa’s hedge fund industry had its best year yet in 2024, with assets under management (AUM) reaching a new all-time high of R152.7 billion, according to the 2024 Novare Hedge Fund Survey.
Communication that feels relatable
Why emotional intelligence is a financial planner’s secret weapon.
Quantum leap: how quantum computers are rewriting the rules of tech
The growing demands of AI, data science and global complexity are pushing classical computing to its limits. In response, quantum computing is emerging – a breakthrough as transformative as the telescope was to the naked eye when trying to map the universe. In this article, we focus on the development of quantum computing and explore the impact it can have across industries.
Charity begins at home
Women at Prescient Investment Management are shaping conversations across investments, client strategy and leadership teams. The impact of women’s voices, insights and perspectives are reflected in the quality of the company’s work. Blue Chip speaks to three women leaders at the helm of Prescient.