18 October 2023

Featured

Featured

What does the future of financial advice look like?

Rob Macdonald and Chat GBT outline 10 key aspects that are likely to be the reality of the future of finance....

Featured

Barriers to entry for women must be unlocked

The renewable energy sector is powering ahead, but Linda Mabhena-Olagunju of DLO Energy Resources Group says that more must be done to include women....

Featured

The future of retirement planning: two-pot system insights

In an era marked by ever-changing career trajectories and unforeseen financial challenges, the preservation of retirement savings has become an increasingly pressing concern...

Thought Leaders

What does the future of financial advice look like?

Rob Macdonald and Chat GBT outline 10 key aspects that are likely to be the reality of the future of finance....

Investors lose millions due to their switching behaviour 

Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments....

More Articles

The future of retirement planning: two-pot system insights

In an era marked by ever-changing career trajectories and unforeseen financial challenges, the preservation of retirement savings has become an increasingly pressing concern...

Momentum Investments’ new CEO: Ferdi van Heerden

Ferdi van Heerden took over the reins at Momentum Investments on 1 September 2023....

Offshore investing: where, how and how much?

In an exclusive Blue Chip discussion, South Africa’s leading investment professionals focus on offshore investing and why it is important to engage with a financial advisor. Part Two deals with the practicalities of taking money offshore, the exchange rate and the importance of timing....

Unveiling the magic of social media for financial advisors

Social media possesses a magical allure – an enigmatic realm of wonder, a captivating escape from reality and a conduit for connection. Yet, within this captivating realm, financial advisors often grapple with a curious conundrum: the struggle to effectively harness the potential of social media and online communication....
The 7 Pillars of Financial Health by Rob Macdonald

The 7 Pillars of Financial Health – Partnering with a Professional to Thrive

Blue Chip interviews the author of The 7 Pillars of Financial Health, Rob Macdonald....

Deepening trade ties with member states

South Africa, represented by SACCI, is chairing the Trade and Investment Working Group of the BRICS Business Council....
AI meeting minutes.

Effortless meeting minutes using AI

Blue Chip spoke to Zeldeen Muller, CEO of inSite Connect and creator of AgendaWorx, about three board portal Artificial Intelligence automation tools that will help you transform your minutes process....
Happy retirement

Annuities: choose wisely

Financial advisors have the critical challenge of helping their clients convert retirement capital into an income stream to see them through their retirement years, says Dr Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University....

The power of professional financial planning

CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study....

Alternative energy fund launched

A R400-million Energy Fund designed to cater to small to medium-sized enterprises (SMEs) who need to find ways of keeping their businesses supplied with power has been created by Business Partners Limited, says Executive Director, Jeremy Lang....

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