Investment

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.

Cover of Rob Mac Donald's book, The 7 Pillars of financial health.

The 7 Pillars of Financial Health: Partnering with a Professional to...

Reg Thomson reviews Rob Macdonald's new book.
Safety can be enhanced using technology

Technology can transform South Africa’s mining sector

Sustainable mining needs sustainable practices, writes Rudie Opperman, Manager for Engineering and Training, Middle East and Africa at Axis Communications.
Duncan Lamont, Head of Strategic Research, Schroders

Investing in new highs

While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable.
A financial planner meeting with clients

Will financial planners ever be professionals?

The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
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Worth its weight in gold

Blue Chip speaks to Michael Mgwaba, who heads up the ETP business at Absa.
Executive Director of Thapantha Financial Services, Tsotetsi Phoba

Demystifying financial products

Too many people are confused by financial services offerings, says the Executive Director of Thapantha Financial Services, Tsotetsi Phoba, whose firm works hard to match people and products.
Pierre Jean Marais

Start investing through a tax-free investment, asap  

Using tax-free investments, also known as tax-free savings accounts, and starting as soon as possible, can have meaningful benefits for wealth-building, writes Pierre Jean Marais, retail marketing at Momentum Wealth.
two people looking over documents stock image

Systematic investing:the future of investing

According to Conway Williams and Sajjaad Ahmed from Prescient Investment Management, "the days of large, traditional asset management teams are fading, making way for leaner, technology and data-driven investment approaches".
Evan_Gilbert

ETFs, ETNs and AMCs: is this the future of investing?

Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients.
Blue_Chip_90_-_Article_35083_-_Kingsley-Williams

The arithmetic is not in active funds’ favour

Active versus passive is a dead concept according to Kingsley Williams , Satrix. A blend of man and machine, or active and indexation, should be the best strategy going forward.
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9th Annual SAIFM Regulatory Summit

This event is characterised by insightful commentary and discussion on the latest regulatory developments, in addition to the opportunity to interact with regulatory authorities and network with like-minded professionals.

CPD: a cornerstone of excellence in financial planning

In the dynamic and highly regulated world of financial planning, Continuing Professional Development is not just a compliance requirement – it is a professional imperative.

A guide to Hedge Funds and Hedge Fund Managers in South Africa

The 2025 Blue Chip Hedge Fund Guide is the launch edition of a special annual supplement designed to provide useful information to the South African financial planning community on these investment vehicles.
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