Brittle financial health: the male crisis hiding in plain sight
Financial distress does not manifests in the same way and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
Blending families, balancing futures
The case for collaboration between financial planners and family legal practitioners. By Kyle Abrahams, In-house Attorney, BDO Wealth.
A conversation for perspective: the first step in influencing client decisions
Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done.
The spirit of growth, generosity and renewal
The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news.
For the people
At a time when South Africans are facing uncertain economic pressures, it is important for the insurance industry to shift what they provide and how they provide it. Creativity and innovation are key. Blue Chip speaks to Brandon Garbutt, an insurance entrepreneur, about securing the right cover for your unique lifestyle and risks.
Philanthropy in South Africa: evolving trends and its role in a...
Philanthropy is undergoing a significant transformation in South Africa. By Grant Alexander, Founder and Director, Private Client Holdings.
Capital Protector: A practical approach to retirement certainty
The Capital Protector from Momentum Wealth provides income stability and legacy assurance in a single, integrated offering. Fareeya Adam, CEO of Structured Products and annuities at Momentum Wealth explains.
South African equities: beyond the gloom
In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.
Communication that feels relatable
Why emotional intelligence is a financial planner’s secret weapon. By Tim Slatter, Creator of Contatto and Director,
Slatter Communications
The two-pot system: One year on
Across the 1.1-million actively contributing members administered by Alexforbes, more than 650 000 savings pot claims worth R9.5-billion were processed in the first year. Article by Vickie Lange: Head of Corporate Best Practice at Alexforbes
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Responsible Investing and Investment Merit
WEBINAR: How integrating sustainability into investment decision-making is a crucial part of building resilient client portfolios.
Pleasant with intervals of clouds and sunshine
For financial planners, it is very tempting to make forecasts when clients ask for our views on markets, currencies and geopolitics. How do we handle uncertainty in markets and meet our clients’ need for stability?
A DFM who is not just talking technology
AI and technology is now the key to unlocking the benefits of financial planning and DFMs, writes Anton Turpin, CEO, MiPlan.
Enhancing value and diversification
Independent Investment Solutions’ Michael Badenhorst shares why DFMs are important in the grand scheme of investment solutions.
Conversations over calculus
Deon Gouws (Chief Investment Officer, Credo, London) talks about why smart people make money mistakes.
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