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.

PROpulsion Practice Management Conference 2026

The 2026 PROpulsion Practice Management Conference focuses on how advisers and their teams can use intelligent tools, including AI, in practical, defensible ways that improve efficiency, consistency, and client experience.

The Intelligent Adviser’s Playbook: PROpulsion hosts 2026 Practice Management Conference

A practical virtual conference for financial planning businesses that want to run smarter operations, without adding unnecessary risk or complexity.

When clients ask if they have done enough

Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice.

Enter adviser practice buy-and-sell conversations with confidence

Blue Chip speaks to Brokerspace and Commspace to find out why understanding the full picture before choosing a path forward might change your succession and sale conversations for the better.

Why blending unit trusts remains essential

In an environment where opportunity and uncertainty coexist, blending unit trusts is not about being cautious. It is about being prepared. By Natalie Harrison, Head of Distribution at Curate Investments.

2026 FPI Professional’s Convention

Join us in Cape Town on 07 – 08 October 2026 for two days of powerful learning, professional connection, and forward-thinking insights.

Alexforbes named South African Manager of the Year at the Raging...

Alexforbes were honoured at the Raging Bull Awards with two prestigious awards that highlighted the firms investment achievements and long-term performance.

Is everything becoming AI – and how can you respond without...

How can investors guard against the concentration risk of the technology/AI narrative without giving up equity exposure?

Cyber Security Summit – South Africa 2026

The summit will convene 200+ C-level executives, CISOs, cybersecurity leaders, and technology decision-makers to exchange insights on protecting digital ecosystems while enabling innovation and growth.

AIP Capital Management

AIP Capital Management was founded in August 2017. The company has an AUM of R920-million, with 30 clients on their books.
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Excellence is intentional: The 2025/2026 FPI Approved Professional Practice of the Year

In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team.

Advising vulnerable clients

Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients.

Equilibrium Investment Management

Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives.

What to look out for in an offshore platform

For South African clients, Momentum Wealth International provides a gateway to global markets through a secure and flexible platform designed to meet diverse financial goals, writes Hymne Landman, CEO at Momentum Wealth.

Private Markets Outlook Q2 2026: five key takeaways for wealth investors

Private markets offer resilience and opportunity amid volatility, disruption and structural change, writes Nils Rode, Chief Investment Officer, Schroders Capital.
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