The right expertise makes all the difference

How experience, fresh thinking and sophisticated investment tools come together to build portfolios designed for long-term outcomes. By Craig Pheiffer, Chief Investment Strategist, Otto1890....

Regulators in action: Strengthening consumer protection together

With so many financial products and services available, it is important for consumers to know their rights and where to turn when they have a problem....

Pension Fund Adjudicator signals tougher approach on unpaid contributions

The Pension Fund Adjudicator has signalled the adoption of a tougher approach to employers who fail to pay retirement fund contributions to funds on behalf of their employees....

IFAs are the backbone of independent advice in this country, and Otto1890 sees itself as their institutional partner. Otto1890 brings execution, custody scale and global investment capability across asset classes and an open architecture. Blue Chip speaks to Flynn Robson, director and head of private clients, Otto1890....

Thought leaders

	HUM South Africa 2026 – SHOW 18 Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...
	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!...