Socially responsible investment: a lifeline, not a passing trend

Socially responsible investment. Image by utah778 from Getty Images

According to David Le Page, Director, Fossil Free South Africa, if you are a truly conscientious financial advisor, there’s a vital conversation that you should be having with your clients: climate change....

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A new era of wealth advisory partnerships

Deon Myburgh, Director: Mergers & Advisory, Warwick Wealth

As Independent Financial Advisors face mounting operational pressures and shrinking margins, Warwick Wealth introduces a model that redefines sustainability, succession, and success in the modern advisory landscape. Deon Myburgh, Director of Mergers and Advisory at Warwick Wealth explain how....

Thought Leaders

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If you don’t pay, you don’t stay

Tim Slatter, Creator of Contatto and Director, Slatter Communications

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention....

More Features

	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...
	The hidden complexities of trust beneficial ownership compliance 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....
	A shift up and to the left By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management....
	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....

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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....