The future of financial advice: A focus on behaviour and personalised...
According to the Strategic Head of Wealth Management, Financial Planning & Advice at Momentum Advice, Sonja Steyn, our blend of advanced technology and human expertise enables us to deliver a seamless and personalised advisory experience that is truly transformative.
The ebb and flow of more caught than taught
Meet the 2024/25 FPI Financial Planner of the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number.
It starts with me
Award-winning financial expert, Nonhlanhla Nxele, CFP®, is the founder and CEO of Esteemed Financial Solutions and Esteemed Learning Academy. Her career started 16 years ago, and this year she is the winner of the FPI It Starts with Me Award. Blue Chip caught up with her.
The power of client segmentation: a key to growing your financial planning...
By effectively segmenting our client base, we can offer personalised services, improve communication and build stronger relationships. In turn, this leads to better outcomes...
Touching the hearts and minds through design-thinking communication
The Oxford Dictionary defines communication as “the imparting or exchanging of information by speaking, writing or using some other medium”. It seems simple but...
Bryan Nicol, CFP® | Financial Planner Profile
Blue Chip speaks to Bryan Nicol, CFP®, Lifestyle Financial Planner at Freedom Financial Planning, about his journey as a Certified Financial Planner®.
Mirror Success for Advisors
Kobus Kleyn, CFP®, a distinguished leader in the financial services profession, has launched his latest book, Mirror Success for Advisors, an invaluable resource for financial advisors, offering knowledge and practical advice from Kleyn’s extensive professional experience.
Crypto assets: an evolving landscape
This is the second part in a series of articles to provide readers with a more holistic understanding of crypto assets and the current...
The treatment of pension interests in divorce
Hannah Wilson, Director at Simplifi Law, sheds light on the treatment of pension interests in divorce.
Addressing key risks in a retirement portfolio
One of the challenges advisors face when preparing and managing a client’s retirement plan is to reduce the risk of the client running out...
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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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