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)

Featured

How does the DFM business model support the sustainability of independent advice?

The rise of DFM-led communities presents both opportunities and challenges....

Investment

When gold miners became the new tech giants

Lessons about managing money in concentrated markets from Jan-Daan van Wyk, Associate Director, Stonehage Fleming Investment Management South Africa....

Alexforbes

Alexforbes Paragon Impact Awards 2026 highlights listed companies driving impact

The winners of the inaugural Alexforbes Paragon Impact Awards have been announced at a ceremony held on 26 March 2026....

Investment

Alternative sources of return

Alternative investments financial advisors should add to clients’ portfolios, writes Florbela Yates, the Managing Director of Equilibrium Investment Management....

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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