18 October 2023

Featured

Featured

Succession Planning for Independent Financial Advisors in South Africa 

succession planning
Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...

Featured

The hidden complexities of trust beneficial ownership compliance

vecteezy_discussion-with-a-real-estate-agent-house-model-with-agent_16340937
According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....

Featured

Financial Planning Institute of Southern Africa announces new board chair

Olwethu Masanabo, CFP®
At its Annual General Meeting (AGM), the Financial Planning Institute of Southern Africa (FPI) announced the appointment of Olwethu Masanabo, CFP®, as the new Chairperson of the Board—signifying a seamless and strategic shift in leadership within the organisation....

Thought Leaders

Shaun Thompson, Financial Planner

Shaun Thompson| Financial Planner Profile

Blue Chip speaks to Shaun Thompson, Financial Planner at Asset Tree Financial Advisors, about his journey as a Financial Planner®....
Warren Ingram, CFP Co-Founder, Galileo Capital

A home for independent financial planners

According to Warren Ingram, Co Founder of Galileo Capital, there is a real concern that independent financial planning is dying....

More Articles

Altvest Capital

Impact and returns: why financial planners should consider ACOF

Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
Survival of the fastest

Survival of the fastest

With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
Anton Swanapoel_Thought Leader Portrait

Record of advice: various definitions often lead to misinterpretation

Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....
image by by Kanpisut from Jookiko

Creating procedures with ChatGPT

Francois du Toit, PROpulsion, shares his guide to creating SOPs using ChatGPT....
do dfms add to costs?

Do DFMs just add to costs?

Nadir Thokan, Senior Discretionary Fund Specialist at Alexforbes, on the downward trend of DFM fees....

Why umbrella funds belong in your EVP strategy

Niki Giles, Head of Strategy at Prescient Fund Services, unpacks how Umbrella Funds can help South African businesses rethink their Employee Value Proposition and safeguard long-term savings — while easing administrative burdens....
image by http://www.fotogestoeber.de from Getty Images

Looking forward to a RAG-based future

Professor Evan Gilbert and Paul Nixon, Momentum Investments, provide answers to why AI is going to be a part of the future of financial advice....
The financial adviser's balancing act

Choose your poison

According to Any Hart, Founder of Humans Under Management, financial advisors must champion their clients’ futures, confronting misguided compliance systems that obscure the real risks – capital loss, inflation, and poor returns – while working towards a framework that truly safeguards financial well-being....
INN8 Invest

INN8 Invest

INN8 Invest leverages global expertise and a disciplined, research-driven approach to deliver consistent, long-term investment performance while empowering financial advisors and investors through best-in-class discretionary fund management solutions....
understand the price you pay for investing in America

Understand the price you pay for investing in America

Anyone who has travelled to the United States recently has at some point experienced “sticker shock”. For those looking to invest in American companies, the experience may be no different, writes Jonathan Wernick Global Equity Analyst, Sasfin Wealth....

Events

PROpulsion Tech 2025: Lead the Change

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 28 July 2025, Middelburg

 

Join Money Maestros- ‘Retirement Income Workshops’ on the 24th of June 2025, Bloemfontein

 

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