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In a year defined by rising expectations in the profession, Ascor Independent Wealth Managers emerged as a benchmark for what true excellence is. Awarded the 2025/2026 FPI Approved Professional Practice of the Year, the firm stands out for technical mastery and its philosophy rooted in ethics, independence and purpose-driven client service. Blue Chip caught up with the team....
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Globally, regulators are increasingly turning their attention to the protection of vulnerable customers writes Wessel Oosthuizen, Head of Financial Planning, Fiscal Private Clients....
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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....
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A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future....
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With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies....
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Consolidated Wealth Group is shaping a space where thoughtful advice, disciplined investment thinking and well‑designed systems come together with purpose. It’s a quiet evolution, grounded in professionalism, that signals a forward‑looking approach to the craft of financial planning....
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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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