10 April 2024


Featured

Featured

Succession Planning for Independent Financial Advisors in South Africa 

succession planning
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...

Thought leaders

Featured

Shaun Thompson| Financial Planner Profile

Shaun Thompson, Financial Planner
Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®....

Featured

A home for independent financial planners

Warren Ingram, CFP Co-Founder, Galileo Capital
According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying....

More features

Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....

Events

PROpulsion tech 2025

PROpulsion Tech 2025: Lead the Change

Join the only event in South Africa dedicated to exploring how technology is changing financial advice and planning.  Hosted virtually by PROpulsion on the 5th and 7th of August 2025....
Retirement planning workhops by Money Maestros in Middelburg 28 July 2025

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

Attend the Money Maestros 'Retirement Income Workshops' on the 28th of July 2025 in Middelburg- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement. ...
Money Maestros retirement workshop 2025 bloemfontein

Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

Attend the Money Maestros 'Retirement Income Workshops' on the 24th of June 2025 in Bloemfontein- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement. ...


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