Thought Leaders

Judith_Haupt_Managing_Director_CONTRACT_South Africa

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.
Gary_Feldman_Executive_Head_of_Healthcare_Consulting_NMG_Benefits

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.
3d-render-technology-background-with-code-male-head

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.
Paul Nixon

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.
Head of Equilibrium

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.
Anton Swanapoel_Thought Leader Portrait

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.
Profile photo of Lelani

Lelané Bezuidenhout CFP® | Nurturing better financial decision-making

The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news.
Rob Macdonald

Rob Macdonald | Perception is reality

This is why how financial planning fees are charged is important, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Kim Potgieter CFP® | Financial Planner Profile

Blue Chip speaks to Kim Potgieter CFP®, Director, Chartered Wealth Solutions, about her journey as a Certified Financial Planner®
Kobus Kleyn Column Image

A comprehensive guide to retirement planning in South Africa

The concept of retirement has evolved dramatically over the past few decades. Traditionally, it signified the end of an individual’s professional journey. However, in today’s dynamic economic climate, retirement is considered a new beginning, says Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
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BCI Global Investment Conference 2025

BCI Global Investment Conference 2025

Join us at the industry leading investment management conference of the year. BCI will proudly host 41 top local and offshore investment managers in May 2025. A prime opportunity to gain...
Zeldeen Müller, CEO, AgendaWorx

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.
The financial adviser's balancing act

Choose your poison

Our mission as financial advisors is simple: helping clients achieve their cherished life and financial goals, ensuring they don’t run out of money and...
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