The financial planner as a thinking partner
Rob Macdonald stresses the importance of a financial planner as a thinking partner who thinks with the client instead of for the client.
A universal perspective
Ferdi van Heerden took over the reins at Momentum Investments in September 2023. He has filled a range of executive positions in the Group, culminating in more than a decade of leadership in the international investment industry as head of Momentum Global Investment Management in the UK. Blue Chip caught up with him.
Legacy in motion: Carl Coetzee appointed as a Managing Director within...
Carl Coetzee, the charismatic industry leader and former CEO of BetterBond, has joined Capital Legacy to head up their sales and distribution division.
Elevating client service in wealth advisory: the Seed Analytics solution
Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".
Disruption, reinvention and inclusive leadership: how can we use the opportunity...
Judith Haupt, Managing Director at Contract South Africa, states that the business environment is being reshaped due to social trends. It is important that we realise that these trends pose both big risks and opportunities to rethink our work and our world fundamentally.
Limiting medical aid increases isn’t the answer
Gary Feldman states that private healthcare systems are not sustainable in its current format. Feldman calls for a review of both the private and public healthcare systems in order to come up with a system that allows all South African access to affordable and decent healthcare.
What does the future of financial advice look like?
Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.
Investors lose millions due to their switching behaviour
Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.
Consider paying off debt prior to retirement
Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
Technology innovation: the one thing that changes everything in an onerous regulatory...
Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.
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Join Money Maestros- ‘Retirement Income Workshops’ on the 18th of June 2025, Potchefstroom
Attend the Money Maestros 'Retirement Income Workshops' on the 18th June 2025 in Potchestroom- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
STRATEGIQ Capital
By prioritising independence, expertise, transparency and partnership, STRATEGIQ empowers financial advisors with cutting-edge tools and strategic insights, writes Luis Levy, CFA®, Chief Executive Officer, STRATEGIQ Capital.
Protected: Shaun Thompson| Financial Planner Profile
What inspired you to become a financial planner?
I was diagnosed with a Kidney Disorder (PKD) in 2008. I held a profession in education for...
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