14 February 2024


Featured

Financial Planning

Client agency

Rob Macdonald, Independent Consultant
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....

FPI

Building better futures 

The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....

Thought Leaders

Retirement

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....

More Features

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....

How important is investment performance when assessing a DFM?

A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...

Understanding the different faces of investment risk

Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa....

Events

Global Financial Planning Conference ALL STARS

 

Meet the Managers 2026

 

IRFA 2026 Conference

 

2026 FPI Professional’s Convention

 


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