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.

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The hidden complexities of trust beneficial ownership compliance

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Shaun Thompson, Financial Planner

Shaun Thompson| Financial Planner Profile

Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®.
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
Darren Robertson CFP® AIFM® at Opes Wealth

Darren Robertson CFP®| Financial Planner Profile

Blue Chip speaks to Darren Robertson, CFP® at Opes Wealth, about his journey as a Certified Financial Planner®.
Gareth Lange, Wealth Manager, Private Client Holdings

Securing a legacy

According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.
family business succession planning

What is keeping the next generation of wealthy families awake at...

A panel discussion with next-gen family members at Stonehage Fleming’s annual Family Conference highlighted the pressures, opportunities and critical factors that could determine whether families and family businesses thrive or falter across generations.
Henda Kleingeld CFP®, FPSA®, TEP, Programme Director: PGDIP in Financial Planning, School of Financial Planning Law, University of the Free State

Knowing isn’t doing

Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.

Why umbrella funds belong in your EVP strategy

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens.
Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group

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.
Zeldeen Müller, CEO, AgendaWorx

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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Most Popular

Turning AML Compliance into a Value-Added Service

From regulation to opportunity: Turning AML compliance into a value-added service 

GloRep shares a new perspective on compliance by discussing how they are turning AML compliance into a value-added service.
Hildegard Wilson, Managing Director, Glacier International

Don’t keep all your rands in one basket

Offshore investing is about more than simply avoiding local economic challenges; it’s about opening your portfolio to a world of possibility, writes Hildegard Wilson, Managing Director at Glacier International.
Economic outlook

The clock is ticking on Trump’s red sweep

With the US mid-term elections coming up in 2026, Maarten Ackerman, Citadel Chief Economist and Advisory Partner, unpacks Trump’s policies and looks at why the clock may be ticking on his current red sweep.
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