Brought to you by Financial Planning Institute of Southern Africa
15 March 2023
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Testing Text 1, 2. Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you.

With breaks

With breaks

 

 


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Blue Chip Issue 84

Lead features (Featured Layout)

DFM

AI – friend or foe of the DFM?

At present, it is most likely that the best models will be a combination of humans and an AI team....

Investment

Why market predictions keep getting it wrong… and why investors should care!

What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions....

Technology

The human edge: why AI will not replace the fiduciary advisor

Navigating the regulatory imperative of explainable AI and behavioural coaching. By Murray Anderson, Head of Retail, Prescient Investment Management....

Insurance

Aligning physical health with financial security

On World Health Day, George Kolbe (Head of Life Insurance Marketing and Enablement at Momentum Life Insurance) discusses why financial health is just as critical as physical wellbeing....

More features

Protecting independent financial advice

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....

How important is investment performance when assessing a DFM?

A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...

Understanding the different faces of investment risk

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....

What are all the costs that go into using a DFM?

As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important....


Events

Global Financial Planning Conference ALL STARS

 

Meet the Managers 2026

 

IRFA 2026 Conference

 

2026 FPI Professional’s Convention

 

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