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.
Bridging the financial divide: technology can help drive inclusion in SA
Bertie Nel, Head of Financial Planning and Advice at Momentum, unpacks how digital tools like AI and robo-advice are changing the face of financial inclusion in South Africa.
The future of group risk: why a consultative approach is key...
According to Corinne da Silva, CFP®,
Business Development Manager at Jigsaw
Financial Services, advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover.
Redefining wealth: Financial planning for young African professionals in South Africa
With the rise of black financial advisors who understand the cultural context behind money decisions, financial planning is becoming more inclusive, relevant, and empowering, writes Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix.
If you don’t pay, you don’t stay
Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention.
Trump 2.0
Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
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.
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.
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.
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.
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Charity begins at home
Women at Prescient Investment Management are shaping conversations across investments, client strategy and leadership teams. The impact of women’s voices, insights and perspectives are reflected in the quality of the company’s work. Blue Chip speaks to three women leaders at the helm of Prescient.
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. The Alexforbes member survey showed that 80% of withdrawals were used to reduce debt or cover essential living costs.
Are you feeling awkward… yet?
There’s plenty to feel awkward about this September, with a Capital Legacy advertising campaign showcasing strange, humourous ways in which people have died. But the reason they’re doing it is not what you might expect.
Treasury reforms could drive widescale growth across the economy
The changes recently made to public-private partnership (PPP) legislation could be the catalyst that turns around the infrastructure sector, says Roelof van den Berg, the CEO of Gap Infrastructure Corporation. More flexibility will suit smaller operators and allow projects to be delivered with less delay.
Goosebumps, growth and the future of financial planning
When was the last time you got goosebumps while working with a client?
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