17 January 2024



Proper planning can ease the financial burden

financial adviosr guiding their client
Brian Harris, General Manager: Operations at Turnberry, outlines the many benefits of gap insurance cover, not least at the time of bereavement....


Investing in new highs.

Duncan Lamont, Head of Strategic Research, Schroders
While many investors may feel nervous about the potential for a fall, Schroders analysis of stock market returns since 1926 shows that investing at a new high can be profitable....


Thriving in Finance: Mastering Client Engagement and Technology in Financial Advisory

Financial advisor engaging with their clients.
Hermione Fry, Chief Operations Officer for Seed Analytics, provides financial advisors with practical tips on how to elevate their services....

Thought Leaders


The ultimate accolade

The FPI Financial Planner of the year, Lara Warburton.
The FPI Financial Planner of the Year competition is renowned for its rigorous evaluation process that showcases the exceptional skills and abilities of the finalists. Lara Warburton, CFP®, stood out among a group of finalists including Thomas Brukman, CFP®, and Noel de Kock, CFP®, to secure the coveted title....


Worth its weight in gold

Blue Chip speaks to Michael Mgwaba, who heads up the ETP business at Absa....

More Features

A fiduciary meeting with a client to draft a will

Closing the circle: the importance of closing the wealth management loop

Sarah Love, Private Client Trust, explains how having a will drafted with a fiduciary is key to closing the wealth management loop....
A couple getting a divorce.

Some important changes in the world of divorce law

Hannah Wilson, Simplifi Law, discusses how the constitutional court's recent judgement on the EB v ER and KG judgement changes the world of divorce law in South Africa....
A financial planner meeting with clients

Will financial planners ever be professionals?

The two most important professions of the 21st century are, undoubtedly, the medical profession and the financial planning profession, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse...

ETFs, ETNs and AMCs: is this the future of investing?

Recent developments in the market for exchange-traded products are providing access to a whole new world of investment opportunities for financial advisors and their clients....


Meet the managers 2024


FPI: Budget review 2024



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