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Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....
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The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....
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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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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....
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A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...
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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....
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As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important....
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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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