Bryan Nicol, CFP®| Financial Planner Profile
Blue Chip speaks to Bryan Nicol, CFP®, Lifestyle Financial Planner at Freedom Financial Planning, about his journey as a Certified Financial Planner®.
A partnership for lifelong success
Looking to take your career to the next level? As a financial adviser, having the right tools is essential, but having a partner that empowers your success is even more crucial. Momentum offers the resources, support, and recognition you need to excel at every stage of your journey, according to Danie van den Bergh, Head of Acquisitions at Momentum Advice.
The FPI recognises the “cream of the crop” in the financial...
The 2024 Gala Awards Ceremony featured a total of six special awards, culminating with the renowned FPI Financial Planner of the Year Award.
Why you can trust your financial advisor
Trusting your financial advisor is important, but it should be a trust rooted in verification and ongoing diligence, writes Lelané Bezuidenhout, CFP®, FPI CEO.
Big data: the digital disruptor reshaping the South African insurance sector
Vuledzani Dangale, CFP® at Liberty Group, highlights that leveraging big data has become fundamental to driving transformative strategies in the insurance sector.
Leveraging gamification for enhanced retirement preparedness among millennials
Prof. Liezel Alsemgeest, director at the School of Financial Planning Law at UFS, emphasizes that in the dynamic field of financial planning, innovative methods are crucial for engaging and educating today's workforce.
Capital Legacy Announces New CEO: Craig Harding
Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
Property investing and financial planning
Warren Ingram, Director of Galileo Capital, highlights that a crucial aspect of financial planning involves managing property investments. Comprehensive financial plans should include property, as it is a fundamental asset for many individuals.
Crypto assets: an evolving landscape
This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
How will COFI impact FSP representatives?
Representatives must still make the paradigm shift to optimise technology to ensure that they will be able to cope and excel before, during and after COFI is implemented, writes Anton Swanepoel, Trusted Advisor.
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Altvest credit opportunities fund reports transformational year of growth and impact in 2025
The Altvest Credit Opportunities Fund (ACOF), a specialist SME-focused private credit fund managed by Altvest Capital, today announced its audited financial results for the year ended 28 February 2025, marking a breakthrough year in its mission to democratise access to capital and drive inclusive economic growth across South Africa.
A home for independent financial planners
There is a real concern that independent financial planning is dying while product-driven consolidators buy up small, independent financial planning businesses to bulk up their product factories, where profits are juicy, and scale is possible.
Pioneer in the DFM space
PortfolioMetrix was one of the first DFM firms in South Africa. Brandon Zietsman tells us more about their current offering.
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