Succession Planning for Independent Financial Advisors in South Africa

Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...

Featured

The hidden complexities of trust beneficial ownership compliance

vecteezy_discussion-with-a-real-estate-agent-house-model-with-agent_16340937

According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....

Thought Leaders

Featured

Shaun Thompson| Financial Planner Profile

Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®....

More Features

	Impact and returns: why financial planners should consider ACOF Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
	Survival of the fastest With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
	Record of advice: various definitions often lead to misinterpretation Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....
	Creating procedures with ChatGPT Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT....

Events

	PROpulsion Tech 2025: Lead the Change

	Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

	Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

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....