13 September 2023

Featured

Practice Management

Building a financial planning practice that outlasts its founders

Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group....

Financial Planning

The client is the person, not their money

Rob Macdonald, Independent Consultant
Independent Consultant Rob Macdonald reflects on the 100th edition of Blue Chip magazine....

Financial Planning

Is your financial plan written for the woman you used to be?

The woman you are today has different priorities, responsibilities and ambitions. Your money strategy should reflect that, writes Laetitia Olivier, Financial Adviser at Momentum Financial Planning....

FPI Updates

Celebrating Blue Chip’s 100th edition

Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, pays tribute to Blue Chip's 100th issue....

Thought leaders

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that AI could destroy your clients’ nest eggs… if you let it....

More Features

The vital cog in development

David Venter (Head of School, Milpark School of Financial Services) shares his insights into leadership and management....

The insurance gap isn’t a market problem. It’s a human one

Liberty’s Roundtable Discussion: how behavioural blind spots, not financial complexity, are driving the world’s largest protection gaps....

FPI and Financial Advice New Zealand form international partnership to strengthen financial planning profession

The FPI and Financial Advice New Zealand have signed a five-year partnership to advance professional standards, share expertise and strengthen financial planning across both regions....

RiG Advisory Services Achieves FPI Approved Professional Practice™ Status

FPI congratulates RiG Advisory Services on achieving FPI Approved Professional Practice™ status, joining an elite group of around 23 accredited practices nationwide....

Jenwil BlueStar Awarded FPI Approved Professional Practice™ Status

Jenwil BlueStar’s FPI accreditation recognises its commitment to ethical, client-focused financial planning, professional excellence and trusted long-term advice....

Symmetry

Symmetry manages more than R134-billion in assets and advises over assets worth more than R300-billion....

Active ETFs in SA: “new wine” or “new bottles”?

The AM-ETF represents a shift in the South African investment industry, writes Evan Gilbert, Associate Professor at the USB and Research Analyst at Momentum Investment....

Building belonging: Momentum Financial Planning’s leadership philosophy and the future of advice

Blue Chip speaks to Momentum Financial Planning CEO Aldert Brink and Head of Enablement Hennie Bouwer about the company's belief in the principle of belonging....

COFI readiness

Anton Swanepoel, the founder of Trusted Advisors, answers the question, "What is the industry telling us about readiness for COFI?"...

Understanding you is where great advice begins

George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum, writes that choosing a financial adviser is about far more than qualifications or technical expertise!...

Events

IRFA 2026 Conference

 

HUM South Africa 2026 – SHOW 18

 

The International Investing Symposium

 

2026 FPI Professional’s Convention

 

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