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Blue Chip speaks to the Financial Planning Institute of Southern Africa’s CEO, Lelané Bezuidenhout, about winning the FPSB 2025 Noel Maye Award for outstanding contributions to the profession as well as the FPI’s new Vision 2030 strategy....
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The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory....
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The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....
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The Satrix story began in January 2000 with a first institutional mandate of R800-million, at a time when passive investing was still largely uncharted territory....
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As DFMs grow in scale and influence, the debate around flexibility and customisation in their investment offerings intensifies....
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Kobus Kleyn (CFP®, Tax and Fiduciary Practitioner, Kainos Wealth) writes about understanding vulnerability in financial advice....
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Sneak peaks: Blue Chip, Issue 93
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Meet the 2024/25 FPI Financial Planner of
the Year winner: Rudolph Geldenhuys, CFP®. Blue Chip speaks to him about his goal of helping the sector become more inclusive, vibrant and greater in number...
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By now, every financial planner and advisor should be well-versed in the two-pot retirement system implemented in September 2024. If you’re not, it may be time to reconsider your career choice. Wouter Fourie, CFP®, Director, Ascor
Independent Wealth Managers, states that this system has introduced significant changes requiring a strategic retirement planning approach....
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According to Professor Mark New, Research Chair at the University of Cape Town, the world is already committed at least 1.5 degrees of warming and the chances of keeping below 2.0 degrees are rapidly diminishing. At 2.0 degrees the risks of catastrophic climate impacts become real....
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