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.

Meet the FPI Financial Planner of the Year

Established in 2000, the FPI Financial Planner of the Year Award is highly coveted and recognises outstanding achievement in the field and practice of financial planning. In 2025, the award went to Nicola Langridge, CFP®, wealth manager at Private Client Holdings. Blue Chip caught up with her.

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.
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Discretionary Fund Manager (DFM) listings 2026

The listings of Discretionary Fund Managers (DFMs) as sourced by researchers working on the 2026 Blue Chip DFM Guide.

Optimum Investment Group (OIG)

Optimum Investment Group (OIG) is a boutique asset manager headquartered in South Africa, committed to “growing wealth for a prosperous tomorrow”.

Offshore investing isn’t just about diversification

Offshore investing is rarely about a single goal, writes Eugene Taljaard, regional manager at Momentum Wealth International.

The 2026 guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2026 Blue Chip Hedge Fund Guide is the second edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.

Recalibrating South Africa’s Industrial Edge

Exito Media Concepts Announces the 33rd Edition of the South Africa Manufacturing Show 2026 - Recalibrating South Africa’s Industrial Edge
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