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.
Knowing isn’t doing
Henda Kleingeld, UFS Program Director, discusses why smart financial advisors should have their own trusted financial advisor.
Client confidence beyond the wrapper: engaging investors on investment safety
According to Vuyo Nogantshi, Head
of Distribution: Index and Structured Solutions, Absa Group, financial planners need to demystify an increasingly complex array of products in today’s investment landscape.
Three AI tricks to make your clients love you more
Using AI cleverly can drastically reduce your workload and extend your reach, writes Zeldeen Müller, CEO, AgendaWorx.
US election provides both red flag and pat on the back for...
Helen Macdonald states that the 2024 election results in South Africa were met with widespread optimism and showcased South Africa’s robust and innovative electoral and legal system. However, we should also view the 2024 Trump victory in the US as a red flag.
Cutting out the noise
The FPI Harry Brews’ Award recognises an individual who has made a significant contribution to the financial planning profession through service to society, academia, training, government, media and any other professional activities. Blue Chip speaks to Bruce Whitfield, winner of the FPI Harry Brews’ Award, 2024.
Risk Aversion vs Returns: South African investment lessons from 2024
Several crucial investment lessons emerged from 2024 – a year in which investor expectations were thwarted time and again writes Murray Anderson, Head of Retail at Prescient Investment Management.
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Building private equity allocations: Why wealthy investors have an advantage in 2026
Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors.
How to stretch retirement savings without chasing unrealistic returns
Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth.
The power in blending hedge funds
Jacques de Kock (Portfolio Manager, MitonOptimal) reveals the secret sauce that powers hedge funds.
Not all DFMs are created equal – Why I rejoined the Equilibrium team
Carl Chetty, CFA (Head: Investment Proposition at Equilibrium Investment Management) shares the story of why he decided to rejoin the Equilibrium team.
Unpacking absolute return: Is this the most misunderstood strategy in today’s market?
Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest.
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