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.

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.

Why advisers hold the key to client peace of mind when...

Fareeya Adam, CEO of structured products and annuities at Momentum Wealth, describes the pivotal responsibility of financial advisers, not just as financial and investment planning experts, but as trusted partners.

Visio Fund Management

Visio Fund Management is based primarily in Johannesburg and Cape Town, South Africa, and also has a research presence in the USA, Israel and Australia.

2026 FPI Awards are officially open

The 2026 FPI Awards are officially open! Don't miss this incredible opportunity to shine and be celebrated for your exceptional contributions to the financial planning profession.

Courage, compassion and consistency: a journey from zero to 1,300 clients

Building a sustainable advisory practice demands consistency, resilience and genuine care for people, says Martin Loots, Medical Aid Advisor at Medihelp.
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.

How collaboration shapes smarter global investments

Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.

Multi-Asset Outlook 2026: Bright beams through stormy seas

Investors keep asking us, is the wild ride over? Unfortunately, we think not.
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Selectivity and discipline matter in 2026

Improving economic fundamentals in emerging markets are beginning to show a more favourable investment environment. It is critical to focus on value and diversify with purpose rather than relying on broad market exposure alone.

Symmetry

Symmetry is an investment solutions provider, bringing together multiple capabilities to deliver consistent, outcome-based portfolios.

The International Investing Symposium

Experts unite to demystify offshore investing, cross-border tax and estate planning for South African investors.

Is there evidence of AI ROI?

Paddy Flood (Co-Head of Global Equity Research, Schroders) ponders the question of AI and the likely ROI.

Building better investment outcomes

Refilwe Moroka, Chief Investment Officer, Momentum Securities, writes about her career journey and how it has guided her approach to working with clients. 
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