15 November 2023

Featured

DFM

AI – friend or foe of the DFM?

At present, it is most likely that the best models will be a combination of humans and an AI team....

Investment

Why market predictions keep getting it wrong… and why investors should care!

What looks like forecasting skill is often just luck, writes Michael Badenhorst, Chief Investment Officer, Independent Investment Solutions....

Thought Leaders

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....

More Features

Protecting independent financial advice

The Financial Intermediaries Association of South Africa’s primary purpose is to guard, develop, promote and represent professional advisory and intermediary businesses in the financial services industry. Blue Chip speaks to Lizelle van der Merwe, CEO of the FIA....

How important is investment performance when assessing a DFM?

A DFM’s performance is critical, but what exactly do we mean by a DFM’s “performance”?...

Understanding the different faces of investment risk

Risk and reward go hand in hand. But as behavioural expert Carl Richards once put it, “Risk is what’s left over after you think you’ve thought of everything,” writes Roné Swanepoel, CFA®, Head of Distribution, Morningstar Investment Management South Africa....

What are all the costs that go into using a DFM?

As DFMs become embedded in financial planning practices, understanding the full cost structure behind their use is increasingly important....

Offshore investment gains momentum in SA

Blue Chip speaks to Hymne Landman, CEO at Momentum Wealth, about offshore investing for South Africans....

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