ESG: the heartbeat of responsible advice
Financial freedom is not just a goal – financial freedom is a journey, writes Kobus Kleyn, CFP®, Kainos Wealth. ESG ensures that this journey is not only profitable, but purposeful.
No ‘one-size-fits-all’ any more: Asset allocation in a fractured market
Tebogo Moopa, Portfolio Manager at Glacier Invest takes a closer look at how asset managers are not only rebalancing portfolios but also reimagining what opportunity looks like in this new market phase.
Unlocking success: The power of process in sports and investing
According to Andrew Padoa, Portfolio Manager at Sasfin Wealth, a well-defined and repeatable process is one of the keys to success for achieving superior outcomes in both sports and investing.
Leading the way to pan-Africanism
Absa Index and Structured Solutions sits within Global Markets in the Corporate and Investment Banking division of Absa and is fundamental in the group’s objective of being a leading pan-African bank. Blue Chip caught up with Fundi Pikashe, CFP®, Head of Distribution: Structured Solutions, Corporate and Investment Banking, Absa.
Bridging the financial divide: technology can help drive inclusion in SA
Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa.
The future of group risk: why a consultative approach is key...
According to Corinne da Silva, CFP®,
Business Development Manager at Jigsaw
Financial Services, advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover.
Redefining wealth: Financial planning for young African professionals in South Africa
With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix.
If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Trump 2.0
Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
How having a bias affects your potential returns as an investor
According to Florbela Yates, Head of Equilibrium in the Momentum Metropolitan group, lack of diversification and irrational biases affect returns and investors’ long-term investment amounts.
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Reframing income and impact: the case for South African private credit
In an environment of high inflation, low growth and market uncertainty, financial advisors are being asked to find new ways to deliver consistent returns and manage downside risk.
Focused long-term returns
Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, outlines the firm’s Macrovalue approach – combining macro themes with valuation to generate uncorrelated returns.
Blue Quadrant Capital Management
Bateleur Capital has delivered 20 years of outperformance while protecting capital, with one of the longest-running hedge funds in South Africa.
Strategic learning for practising professionals: a case-based approach
In a financial services environment that is constantly evolving, seasoned practitioners understand that professional development does not end with certification.
2025 FPI Professional’s Convention
The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg.
Join us...
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