Featured

Featured

Life after work

retirement stock image. Source: Canva
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....

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....
AdobeStock_373121990

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....

Events

Investment Think Tank 2024: Fractured or Forged

 

HUM South Africa 2024: Show 14

 

Meet the Managers 2024

 

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