30 April 2023
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Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus.
We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023.
We hope you find this edition informative and useful.
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As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China....
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Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today....
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The BMR / Unisa Economist of the Year Competition takes centre stage in economic thinking and growth projections...
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Government has attempted to overcome the country’s energy problems, including new Eskom boards, new CEOs, bailouts for Eskom and a National Energy Crisis Committee that includes the private sector. Now it’s trying legislative reform....
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Altvest Capital is a local investment platform committed to democratising access to alternative investments,
primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley....
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This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX)....
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The potential loss of female clients presents a challenge for some advisors but also an opportunity for others. Gillian Hepburn, Commercial Director at Schroders, identifies four key disconnects between advisors and their female clients....
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According to Wallace Barnes, Steyn Capital Management, diversification of uncorrelated assets within a portfolio significantly reduces its overall volatility without compromising expected returns....
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I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this time is spent on developing the skills to ask clients meaningful and appropriate questions. But Morningstar research in 2018 found that clients do not value a coaching approach. In the research, ...
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It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group‘s objective is to transform the distribution network and at the same time grow an advice force with successful, motivated and well-trained advisors. For close to a decade, Momentum Group via its enterprise and supplier development (ESD) programme, has been dedicated ...
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The Association for Savings and Investments is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025. Find out how to apply....
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Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate....
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Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
investing offshore and how to structure financial plans to suit each clients needs and objectives....
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Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM...
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