13 September 2023

Featured

Featured

Life after work

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Rudolph Geldenhuys CFP®, WealthUp, presents a 3 step framework to assist your clients during life transitions like retirement....

Featured

AI: an approach that will power change in almost every industry

Chris Willis, Research Analyst, Melville Douglas
There is no doubt what the most popular investing theme of the day is. Artificial intelligence (AI) has been more than a buzzword for several years but confined to AI researchers it felt far away for most of us. That all changed in 2023....

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Youth Month 2024: How society can work to ensure a hopeful future for our youth

Youth day stock image from Canva
In 10 to 15 years teenagers and professionals under the age of 35 will be the driving force of South Africa’s economy. Youth are the future entrepreneurs, public sector leaders, NGO heads and C-suite executives of the country. ...

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Collaboration and co-creating sustainable solutions

The Graaff-Reinet Cokeville megaproject will supply between 27-million and 30-million litres of water every month.
Coca-Cola Beverages South Africa believes in collaboration to ensure water sustainability....

Thought leaders

Nonhlanhla Nxele, CFP®, Founder and CEO, Esteemed Financial Solutions

Making a positive impact

Blue Chip speaks to Nonhlanhla Nxele, CFP®, founder and CEO of Esteemed Financial Solutions, who has participated in a business development and growth support programme run by the Association for Savings and Investment South Africa (ASISA)....
Jaco Gouws, Head of Proposition and Business Development, Private Clients by Old Mutual Wealth

The pinnacle of wealth curatorship

True wealth management is a subtle transformative process that connects a unique combination of elements to create a powerful outcome. It requires a specific mindset, a distinct philosophy and a true depth of expertise. Private Clients by Old Mutual Wealth has mastered these elements. We speak to the Head of Proposition and Business Development, Jaco Gouws....

More Features

Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth

Cryptocurrency’s evolution

The cryptocurrency market’s journey underscores its transition from a speculative novelty to a complex financial ecosystem, writes Kobus Kleyn of Kainos Wealth....
Darren Burns, Head: Business Development, Graviton

It is the team that wins the tournament

According to Darren Burns from Graviton, if a financial advisor isn’t acting as a financial coach for their clients, what other role do they play?...
Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Diversifying personal share portfolios in a growing $12-trillion global ETF opportunity

Exchange Traded Funds (ETFs) are innovative investment vehicles that have gained significant traction amidst high US interest rates an devolving market conditions, writes Michelle Noth....
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Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion....
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Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director at Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy....
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Financial planner as Choice Architect

Rob Macdonald, Head of Strategic Advisory Services, Fundhouse, introduces the financial planner as choice architect as planners help clients take ownership of their choices....
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Tomorrow is here

The CEO of Financial Planning Institute of Southern Africa shares FPI’s latest news....
Varsha Vala, Principal Officer: Medihelp Medical Scheme, Medihelp

Medihelp is deeply invested in members’ health

According to Varsha Vala, empathy is the cornerstone of Medihelp’s human-centred design philosophy, driving the creation of personalized, emotionally resonant insurance solutions that cater to the evolving needs and values of their members....
Regulation 28 and the paradox of choice

Regulation 28 and the paradox of choice

Conlias Mancuveni, Hollard Investment Managers, asks: "How do financial advisors prudently assist their clients to navigate the new Regulation 28 changes?"...
Kobus Kleyn Column Image

Social media in financial planning

Kobus Kleyn, CFP®, underscores the value of social media in enhancing client relationships and professional growth....

Events

Investment Think Tank 2024: Fractured or Forged

 

HUM South Africa 2024: Show 14

 

Meet the Managers 2024

 

2024 FPI Professional’s Convention

 

THE FPI CONGRATULATES THE ASISA FOUNDATION

 

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