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.
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.
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Building a financial planning practice that outlasts its founders
Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group.
The client is the person, not their money
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine.
Is your financial plan written for the woman you used to be?
The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning.
Celebrating Blue Chip’s 100th edition
Lelané Bezuidenhout, CFP®, CEO,
Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue.
Corporate activism: Unlocking value beyond traditional investing
Investing is not always about finding the next great company; sometimes it is about recognising the value the market has yet to see, writes Odirile Sebolao, Fund Specialist at Curate Investments.
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