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.
Advertisement
- Advertisement -
Most Popular
Active ETFs in SA: “new wine” or “new bottles”?
The AM-ETF represents a shift in the South African investment industry.
The PROpulsion LIVE show is coming off the screen and into the room
PROpulsion Connect will bring financial planning professionals together in Cape Town on 19 August 2026 for an in-person experience built around practical conversations, sharper ideas, and meaningful connection.
Peregrine Capital
Peregrine Capital is South Africa’s longest-running and largest hedge fund manager, established on 1 July 1998.
Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice
At the heart of Momentum Financial Planning’s philosophy lies a simple belief: when financial advisers feel they belong, they perform at their best. Belonging, in this context, is about professional identity, shared standards and a community that elevates the work of advice. Blue Chip speaks to CEO, Aldert Brink, and Head of Enablement, Hennie Bouwer.
Disciplined hedging practices
Kim Zietsman, Head of SA Business Development and Marketing at Laurium Capital, explores diversification, alpha and risk management.
- Advertisement - 
