I am because of others
Kirsty Scully, board chairperson of the FPI, has been elected to serve as chairperson of the FPSB Council. The FPSB is the standards-setting body for the global financial planning profession. Its mission is to manage worldwide professional standards in the industry represented by the CFP® mark.
Solving the practice management puzzle in 2025
Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today.
Transforming the private equity landscape
Altvest Capital is a local investment platform committed to democratising access to alternative investments,
primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley.
Client experience is the new marketing
This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX).
Four disconnects between advisors and their female clients
The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients.
Why hedge funds offer a smarter path to uncorrelated returns
According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns.
The sirens of the industry
Research has shown that this is what investors trade for the certainty and complexity of “exciting” investments, where good stories persuade us far more...
At the forefront of wealth creation
As founder and CEO of Matiyimela Investments, Dr Chriswell Baloyi has built a reputation for excellence and a track record of success. Blue Chip speaks to him about achieving financial freedom.
The difference a year can make
Focus on the fundamentals, remove the emotion and trust the process, writes Victoria Reuvers, Managing Director, Morningstar Investment Management.
The status of electronic wills in South African law: still hanging
Even though there is no specific law governing electronic wills, people are still creating them, so the law should address this development seriously, writes Dr James Faber, Senior Lecturer, Department of Private Law, University of the Free State and Admitted Attorney, High Court South Africa.
- Advertisement -
Most Popular
How important is investment performance for a DFM?
As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
Protected: Last mile planning advice
Financial advisors can overcome the challenge of last-mile service delivery by adopting wealth technology solutions that streamline operations, enhance client touchpoints, and foster regular, contextual engagement, ultimately driving business growth and client satisfaction.
The succession plan dilemma for financial advisors
With an aging advisor base and rising regulatory barriers, succession planning has never been more critical. Is your plan truly actionable? Will you get fair value? And will your clients be well cared for? This article explores key challenges and solutions for a seamless transition.
- Advertisement - ![]()
