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.

Invest your savings

Taking the logical next step – invest your savings money

During these unpredictable times, it is now more vital than ever for people to take the first step in changing their spending habits, and the next step to investing their money smartly, says Pierre Jean Marais, Retail Marketing, Momentum Investments
Hype around investing offshore

The hype around investing offshore is back at the euphoric levels...

Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received, allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder funds, says Sheldon Holdsworth, Old Mutual International, Regional Offshore Specialist.
Investing in building a global smart city- Johannesburg

Investing in building a Global Smart City – Johannesburg

Global Cities shoulder the responsibility of leading the economic growth of a nation. Johannesburg is the Global City of not only South Africa, but of the SADC region.
driving digital inclusion

Driving digital inclusion

Convergence Partners Digital Infrastructure Fund beat its target and closed at $296-million in 2023, says Andile Ngcaba, Chairman and Founding Partner of Convergence Partners.
unlocking the power of hedge funds

Unlocking the power of hedge funds

Hedge funds remain an underutilised tool in South Africa.
pexels-pixabay-40751_1

Lessons from the Comrades Marathon

Next year, my father, Barry Holland, is poised to take part in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic achievements and the striking parallels they provide to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
Opportunity_106_-_Article_34449_-_pexels-cindy-shebley-16002414

Digital exchange platform will make freight rail more efficient

A  substantial percentage of all rail wagons in South Africa are empty when moving between destinations. In the SADC region, only a small percentage of rail capacity is being fully utilised. That is a huge amount of wasted and expensive space, says Andrew Crafford, Managing Executive, Empty Trips.
savings

Time for SA consumers to tighten belts and avoid debt

The recent increase in the repo rate, combined with steep increases in fuel and energy prices, points to a torrid time ahead for South African consumers – but the short-term discomfort should pay off in the long term, says employee benefits advisor firm NMG Benefits.
The gender pay gap is still an uncomfortable reality

The gender pay gap is still an uncomfortable reality

The Oribi incubation model helps women discover economic freedom through collective networks and entrepreneurship development.
wind generator farm

ESG data critical to informing fixed income investing

New research from European ETF provider Tabula Investment Management (“Tabula”), reveals that the majority of investors and wealth managers surveyed use more than one ESG data provider. Just over half said they use two providers; 11% use three; 2% use four.
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succession planning

Succession Planning for Independent Financial Advisors in South Africa 

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services
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The hidden complexities of trust beneficial ownership compliance

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts.
Olwethu Masanabo, CFP®

Financial Planning Institute of Southern Africa announces new board chair

At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board—signifying a seamless and strategic shift in leadership within the organisation.
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