Home Investment Cryptocurrency

Cryptocurrency

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 quarterly journal.

Cryptomania

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth, is paying it forward to the financial profession with a gift ebook "Cryptomania". Kobus Kleyn has published over 200 articles and authored three books.
- Advertisement -

Most Popular

How important is investment performance for a DFM

How important is investment performance for a DFM?

As Discretionary Fund Managers differentiate their offerings, how should the advisor measure a DFM’s success?
Last mile planning

Protected: Last mile planning advice 

Financial advisors can overcome the challenge of last-mile service delivery by adopting wealth technology solutions that streamline operations, enhance client touchpoints, and foster regular, contextual engagement, ultimately driving business growth and client satisfaction.

The succession plan dilemma for financial advisors

With an aging advisor base and rising regulatory barriers, succession planning has never been more critical. Is your plan truly actionable? Will you get fair value? And will your clients be well cared for? This article explores key challenges and solutions for a seamless transition.
- Advertisement -