30 October 2024

Featured

Financial Planning

Building private equity allocations: Why wealthy investors have an advantage in 2026

Matthew Fleming, Head of Private Markets at Stonehage Fleming, discusses how ultra-high-net-worth individuals and family offices are in a unique position to grow their allocations... while institutions hold off because they don't have enough money....

Retirement

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

Thought Leaders

Retirement

How to stretch retirement savings without chasing unrealistic returns

Clients no longer have to choose between the certainty of a life annuity and the flexibility of a living annuity. By Martiens Barnard, Marketing Actuary at Momentum Wealth....

More Features

Unpacking absolute return: Is this the most misunderstood strategy in today’s market?

Absolute return strategies are favoured for their resilience during tough trading conditions and their ability to drive long-term wealth creation, writes Thato Moitsemang, Portfolio Manager at Glacier Invest....

Should you invest in gold?

Does gold warrant a place in a diversified investment portfolio? Michael Mgwaba, Head of Exchange Traded Products at Absa CIB, ran the numbers to find a definitive answer to the age-old debate....

The 4 cornerstones of a sustainable financial planning business

Running a financial planning business is more than serving clients well. True sustainability comes from working on the business, not only in it, writes Kevin Feather, Head, Galileo Financial Planning....

‘Braaibroodjies’ are more important than you ever imagined

The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult....

Events

The Investment Forum 2026

 


Sneak peaks: Blue Chip, Issue 93

Rudolph Geldenhuys, CFP® - Senior Financial Planner at WealthUp.

The ebb and flow of more caught than taught

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...
old couple stock image

The two-pot system and its implication for financial planners

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....
jar with money and a plant growing out of it stock image

What I’d like to know from my financial planner about climate change

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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