Jana Human, CFP® | Financial Planner Profile
Blue Chip speaks to Jana Human CFP® of the JWR Group, about her journey as a Certified Financial Planner®
Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory
Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services.
Getting SARS to sponsor your retirement
Pieter Albertyn, Head of Product Solutions at Momentum Investo, says it is a lost opportunity not to invest in a retirement product.
Will financial planners ever be professionals?
The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
The ultimate accolade
The FPI Financial Planner of the Year competition is renowned for its rigorous evaluation process that showcases the exceptional skills and abilities of the finalists. Lara Warburton, CFP®, stood out among a group of finalists including Thomas Brukman, CFP®, and Noel de Kock, CFP®, to secure the coveted title.
The financial planner as a thinking partner
Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
A universal perspective
Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
So, you’ve been there, seen that and done it all?
Trevor Glassock, Head of sales at Dr Roddy Carter, highlights how Dr Roddy Cater's 14-week Unstoppable YOU programme stands as a beacon for personal mastery and resilience.
Legacy in motion: Carl Coetzee appointed as a Managing Director within...
Carl Coetzee, the charismatic industry leader and former CEO of BetterBond, has joined Capital Legacy to head up their sales and distribution division.
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Offshore tax regulations: implications for South African investors, business owners and emigrants
In addition to moving their wealth, many South Africans have physically moved overseas or own offshore businesses.
Reframing income and impact: the case for South African private credit
In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk.
Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
Blue Quadrant Capital Management
Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
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