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.

What is a dfm actually

What is a DFM actually?

The introductory article 'What is a DFM Actually' in Blue Chip's 2025 DFM Guide provides a comprehensive overview of how DFMs navigate complex investment strategies to deliver optimal portfolio solutions for financial advisors and their clients.
What you need to know about AMETFs

What you need to know about AMETFs’ transparency 

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks the global transparency debate shaping AMETFs. From the U.S. SEC’s semi-transparent models to Europe’s evolving stance and South Africa’s cautious approach.
Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth

Financial planning for clients who are emigrating

Since formal emigration through the Reserve Bank was phased out in 2021, global mobility has become more accessible for South Africans, yet advice around the new regulations and South African tax non-residency has become more relevant than ever says Clare Cousins, CFP®, CFP™(UK), Financial Planner, Veritas Wealth.
Why Bitcoin? Altvest Capital’s Bold Entry into the World of Digital Assets

Why Bitcoin?: Altvest Capital’s bold entry into the world of digital...

Altvest Capital Limited (JSE: ALV) has announced its first investment in Bitcoin (BTC) as part of a strategic treasury management initiative aimed at strengthening financial resilience, preserving shareholder value, and gaining exposure to the world's most recognized decentralized digital asset.
Economist of the Year, Elize Kruger

Economist of the Year

The winner of the 2023 competition is Ms Elize Kruger, an independent economist. Ms Kruger has nearly three decades of experience in both macro and microeconomic analyses and forecasts. She has worked in the financial, health, transport and energy sectors
by alicegabriela from pixabay

Alternative investments: Don’t overlook the potential of up-and-coming artists

In certain quarters, art has become an increasingly attractive alternative investment as part of a diversified portfolio. One of its biggest advantages is that,...
Alexforbes named best investment survey provider in africa

Alexforbes named best investment survey provider in Africa

Alexforbes is proud to announce that its investment survey team has been named the Best Investment Survey Provider in Africa for the sixth consecutive year.
the tale of two grocers

A tale of two grocers

From the perspective of shareholders, Pick n Pay has been a significant disappointment, while Shoprite has proven to be a resounding success. What factors contributed to these vastly different outcomes? Were there any early indicators? Paul Whitburn and Wilhelm Hertzog of Rozendal Partners delve into the contrasting fortunes of these two grocery chains to explore the reasons behind their respective achievements or failures.
Unlocking china's high growth potential for sa investors

Unlocking China’s high-growth potential for South African investors

As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China.
Informing business and investment decisions

Informing business and investment decisions

The BMR / Unisa Economist of the Year Competition takes centre stage in economic thinking and growth projections
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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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