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Blue Chip is a Financial Planning Institute of Southern Africa-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal.

Reaching all Certified Financial Planners (CFPs) as well as other selected members of the Financial Planning Institute (FPI), Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners.

FPi Awards: The big three

Meet the three Financial Planner of the Year Award finalists.

The Investment Forum 2027 is now open

Registration is officially open for The Investment Forum 2027, South Africa’s longest-standing independent investment thought leadership conference.

Optimising hybrid retirement strategies

Rohan van der Mescht, Dealmaking and Structuring Consultant, Structured Investments & Annuities, Momentum Corporate, presents the strategic case for with-profit annuities.

Stewards Inc. begin trading on Nasdaq Capital Market under symbol “SWRD”

Stewards Investment Capital affiliate in USA, Stewards Inc. (OTCID: SWRD) announced in September that it has received approval from the Listing Qualifications Department of The Nasdaq Stock Market LLC to list its common stock on the Nasdaq Capital Market.

Arista Networks: Connecting AI Infrastructure 

Why the world's largest AI and cloud companies rely on Arista to keep their networks running. By Devon Smithers, global equity analyst at Mazi Asset Management.

US midterms: what will the outcome mean for US assets and...

Schroders looks at how outcomes might impact US debt and thus the markets’ response to US assets and the dollar. 

For retirement, it’s about the return you need

One of the biggest fears retirees face is outliving their savings, writes Martiens Barnard, Marketing Actuary at Momentum Investments.

The art of the long game

Why avoiding “landmines” is the ultimate investment strategy. By Stonehage Fleming.

It’s all in the “why”

Momentum Financial Planning’s Life Risk & Fiduciary Management team helps advisers turn real protection needs into conversations clients understand and act on. Blue Chip speaks to Life Risk & Fiduciary Manager, Walter Combrink.

Foundation Family Wealth Approved as an FPi Approved Professional Practice™

The Financial Planning Institute of Southern Africa (FPi) is proud to welcome and congratulate Foundation Family Wealth on being approved as an FPi Approved Professional Practice™.
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Why good people ignore good processes

Resistance is often misunderstood, with the person pushing back often being the best informed person in the room, writes Lizanne van Eeden, CFP®, Founder and Lead Consultant, Karenu Consulting.

Oyster Catcher Investments

Oyster Catcher Investments is an independently owned boutique investment manager based in Sandton, Johannesburg.

Helping clients turn wealth into lasting impact: The role of advisers in legacy giving

Christel House South Africa is launching its Legacy Giving Programme at two breakfast events in Johannesburg and Cape Town this October.

FPi celebrates excellence and the future of financial planning at 2026 Gala Dinner

The Financial Planning Institute of Southern Africa (FPi) celebrated excellence and the people helping shape the future of financial planning at its annual Gala Dinner in Cape Town on Wednesday 7 October 2026, as part of the FPi Professionals Convention.

Strong partnerships create value

Strong partnerships are essential for creating deep trust, a commitment to excellence as well as a willingness to adapt as circumstances change, writes Old Mutual's Prabashini Moodley.
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