How Mazi Multi-Asset delivers long-term returns
Kopano Makhu, Portfolio Manager at Mazi Asset Management outlines 3 wide-ranging guiding principles that they follow to ensure long term returns for clients.
Independence: is it important?
Lara Warburton, CFP®, Managing Director at Integral Wealth Management, explores the importance of maintaining independence in financial advice while emphasising the different challenges independent advisors face.
The investor value of smaller fund management firms vs the big...
The current approach perpetuates an environment without an incentive for anyone to start a new small fund management firm, says Reza Khan, Lodestar Fund Managers.
Supporting independent financial advisors with growth and succession
Carmel Wealth’s is committed to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
Why you can trust your financial advisor
Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO.
Are independent financial planners facing extinction?
According to Warren Ingram, CFP®, Galileo Capital, independent financial planners are often seen as more trustworthy due to the lack of commission-based incentives, but they face challenges such as regulatory costs and competition from corporate financial planning firms, which may compromise advice standards due to product incentives.
Courage: essential for authentic financial planning
Rob Madonald highlights courage as a fundamental skill for financial planners, emphasizing its importance among the seven key skills outlined in his book, 'The 7 Pillars of Financial Health'.
Success by her design: 5 ways financial advisers can help bridge...
While progress has been made toward gender equality, women still face financial challenges, such as the gender pay gap and the "pink tax," that hinder their financial wellness. Momentum Senior Legal Adviser Sharon Hamman emphasizes the vital role financial advisers can play in closing this gap.
How employee benefit firms use AI to beat the competition
Zeldeen Müller, CEO of inSite Connect and creator of AgendaWorx, presents several case studies demonstrating how employee benefit firms are utilizing AI to streamline processes, enhance efficiency, and provide outstanding service to their clients.
Big data: the digital disruptor reshaping the South African insurance sector
Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector.
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How flexible and customisable should a DFM offering be?
As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies.
Meet the Managers 2026
Meet the Managers is considered the “Ted-Talk” in investment management, where financial advisors can access a vast array of investment managers, covering all types...
Offshore investment gains momentum in SA
Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans.
VISION 2030
Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy.
Protecting independent financial advice
The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA.
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