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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.
Olwethu Masanabo, CFP®

Financial Planning Institute of Southern Africa announces new board chair

At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board — signifying a seamless and strategic shift in leadership within the organisation.
Fikile Mbhokota, CEO, Satrix

ETF evolution: global and South African trends driving the future of index...

According to Fikile Mbhokota, CEO at Satrix, the ETF market is evolving at an unprecedented pace, reshaping global investment landscapes.
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying.
Gareth Lange, Wealth Manager, Private Client Holdings

Securing a legacy

According to Gareth Lange, Wealth Manager at Private Client Holdings, the need for a comprehensive and up-to-date estate plan cannot be overstated.
Henda Kleingeld CFP®, FPSA®, TEP, Programme Director: PGDIP in Financial Planning, School of Financial Planning Law, University of the Free State

Knowing isn’t doing

Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.
Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group

Client confidence beyond the wrapper: engaging investors on investment safety

According to Vuyo Nogantshi, Head of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape.
Zeldeen Müller, CEO, AgendaWorx

Three AI tricks to make your clients love you more

Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
Dr Helen Macdonald, Freelance Political Researcher and Analyst

US election provides both red flag and pat on the back for...

Helen Macdonald states that the 2024 election results in South Africa were met with widespread optimism and showcased South Africa’s robust and innovative electoral and legal system. However, we should also view the 2024 Trump victory in the US as a red flag.
Bruce Whitfield, Winner of the FPI Harry Brews’ Award, 2024.

Cutting out the noise

The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
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the power of process in sports and investing

Unlocking success: the power of process in sports and investing

According to Andrew Padua, 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.
Fundiswa Pikashe, Head of Distribution: Structured Solutions, Absa Corporate and Investment Banking

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.
The International Investing Symposium 2025

The International Investing Symposium 2025

The Collaborative Exchange, in association with Purple Wealth, are pleased to announce that registration is now open for The International Investing Symposium.
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