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.

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries.

Conversations over calculus

Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.

Education is everything

The ImfundoHub is a digital education platform that delivers low-bandwidth, CAPS-aligned learning support to South African learners through WhatsApp. Blue Chip speaks to the founder, Dr Vashna Jagarnath.

Adapting Financial Planning Education for a Changing Financial World

Financial planning in 2026 is being reshaped by rapid technological innovation, evolving regulation, and increasingly sophisticated client expectations. The profession now demands far more than product knowledge, writes Mary-Ann Ebigo, CFP®, University of Johannesburg.

Evolving momentum in today’s world of work

Momentum Corporate’s refreshed brand campaign reflects how the world of work and the needs of employers and employees have evolved. Blue Chip speaks to Dumo Mbethe, CEO of Momentum Corporate and executive director of Momentum Group.

Fostering a formidable firm: the momentum effect of employee benefits

Momentum Corporate’s FundsAtWork reached R100-billion in assets under management in 2025, yet its mission to serve a diverse membership remains constant. As the organisations grows, its delivery methods must adapt, since scale magnifies the effects of all decisions. Momentum Corporate’s leaders outline its employee benefits that drive success.
Rob Macdonald, Independent Consultant

What is the real value of human financial planners?

AI can handle the numbers, but can it replicate the human relationship, asks independent consultant Rob Macdonald?

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.

Recalibrating South Africa’s Industrial Edge

Exito Media Concepts Announces the 33rd Edition of the South Africa Manufacturing Show 2026 - Recalibrating South Africa’s Industrial Edge

Recalibrating South Africa’s Financial Edge

Exito Media Concepts Announces the 36th Edition of the BFSI Innovation & Technology Summit – South Africa 2026.
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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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