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When considering offshore investing, the starting point is not the fund it’s the investor. What are you trying to achieve? Whether it’s long-term capital growth, funding future goals, or creating offshore diversification, the objective should guide the decision-making. Different needs require different solutions, and this should shape how a portfolio is built from the ...
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The route to becoming a financial advisor in South Africa is typically a mix of formal study, on-the-job training and obtaining the required regulatory qualifications. If you are certain financial planning is your future career, read on....
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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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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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The School of Financial Planning Law (SFPL) in the Faculty of Law at the UFS prides itself on its qualities of excellence and integrity in providing holistic financial planning education since 2001....
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Hollard Investment Managers, part of the Hollard Group, was established in 2013 and is based in Parktown, Johannesburg....
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A virtual conference for financial planners who want to give clear, useful advice to clients with lives and money across borders....
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Equilibrium provides discretionary fund management (DFM) services and investment solutions to help financial advisers and their clients achieve their desired investment objectives....
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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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