Thought Leaders

Bryan Nicol, CFP® - Lifestyle Financial Planner & Owner

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®.
Danie van den Bergh, Head of Acquisitions: Momentum Advice

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 2024 FPOTY Award finalists Rudolph Geldenhuys, CFP®, Gareth Collier, CFP® and René van de Spreng CFP® with Lelané Bezuidenhout, CFP® (FPI: CEO)

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.
Profile photo of Lelani

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.
Vuledzani Dangale, CFP®, MBA Head: Regulatory Implementation and Monitoring, SARLSA, Liberty Group South Africa

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.
Professor Liezel Alsemgeest, Director: School of Financial Planning Law, UFS

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.
Craig Harding , Capital Legacy's new CEO

Capital Legacy Announces New CEO: Craig Harding 

Under Harding, the Capital Legacy's core values, principles, and business objectives will remain steadfast.
AdobeStock_413767992 Property investing and financial planning

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 Legislation

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.
Anton Swanapoel_Thought Leader Portrait

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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The power of understanding financial behaviour

How Discretionary Fund Managers free advisers to focus on their clients. By Pat Magadla, Head of Distribution at Equilibrium.

Investment partnerships breed hedge fund excellence

Amplify Investment Partners’ managing director Wade Witbooi explains the value that Amplify brings to the table and predicts a bright future for both his business and the industry as a whole.

Bitcoin in South African portfolios: Why a small allocation makes sense

This article explores why allocating a modest portion of client portfolios to Bitcoin could be prudent, and how to do so through accessible, regulated avenues in South Africa.

Wellness meets wealth

Wellbeing has become the true measure of success. Now financial advisors and healthcare consultants can offer more than investment guidance.

Uncovering the cost gaps in private healthcare

Medical aids increasingly only cover a portion of in-hospital costs and specialist treatments. Gap cover helps to address any mismatches but understanding how it works is not always easy or straightforward. This is where financial advisors are essential.
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