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Thought Leaders

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.
Grant Alexander, Founder and Director, Private Client Holdings

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.
stock market structure

South African equities: beyond the gloom

In this article, Wim Murray looks at some exciting long-term opportunities now on offer for discerning investors.
Giving technical information and advice to clients is one thing. Getting them to take appropriate action is another, writes Rob Macdonald, Independent Consultant.

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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How does the DFM business model support the sustainability of independent advice?

The rise of DFM-led communities presents both opportunities and challenges.

When gold miners became the new tech giants

Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa.

Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact

The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026.

Alternative sources of return

Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management.

Creditworthiness key to client relations

Francois Strydom, CFA, the Portfolio Manager at Momentum Securities, believes his entity offers an attractive proposition for potential investors in the structured products sphere.
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