30 October 2024

Featured

Mazi Asset Management is a world-class fund manager rooted in African heritage that believes in the power of diversity and its ability to deliver results operating as a fundamental bottom-up asset manager....

Regulatory Updates

Accountability: taking ownership of outcomes

Kobus Oosthuizen (CFP®, Manager: Legal & GRC, FPI) discusses the importance of accountability and why the FPI has added it to their Code of Ethics....

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

	Building private equity allocations: Why wealthy investors have an advantage in 2026 Richard Hill, a Partner at Stonehage Fleming Private Markets Advisory, notes differences in behaviour between institutional and private wealth investors....
	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....
	‘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....
	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....

Events

	The Investment Forum 2026

Sneak peaks: Blue Chip, Issue 93

	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...
	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....
	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....