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.
Tax Thursday beats Black Friday
What does Black Friday have to do with a retirement annuity? Pieter Albertyn, Head of Product Solutions at Momentum Investo, explains you can’t beat the real value that tax rebates offer.
The rising relevance of DFMs
In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking
health experience into account.
Elevating client service in wealth advisory: the Seed Analytics solution
Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".
How to support your ageing parents financially
Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.
Disruption, reinvention and inclusive leadership: how can we use the opportunity...
Judith Haupt, Managing Director at Contract South Africa, states that the business environment is being reshaped due to social trends. It is important that we realise that these trends pose both big risks and opportunities to rethink our work and our world fundamentally.
Limiting medical aid increases isn’t the answer
Gary Feldman states that private healthcare systems are not sustainable in its current format. Feldman calls for a review of both the private and public healthcare systems in order to come up with a system that allows all South African access to affordable and decent healthcare.
The art of estate planning
The role of a multi-family office in preserving wealth and protecting family legacies.
What does the future of financial advice look like?
Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.
The future of retirement planning: two-pot system insights
According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
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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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