29 November 2023

Featured

Featured

Unlocking China’s high-growth potential for South African investors

Unlocking china's high growth potential for sa investors
As Altvest Capital prepares to investigate the feasibility of a launch of the Altvest Orient Opportunities Fund on the Johannesburg Stock Exchange, we are excited to present an unprecedented opportunity for South African investors to access one of the world’s most dynamic and promising venture capital markets: China....

Featured

Solving the practice management puzzle in 2025

Solving the practice management puzzle
Anton Swanepoel, fonder of Trusted Advisors, is giving away complimentary copies of "Practice Management, the ultimate leadership blueprint for FSPs'. A book that provides insights that will help you in your strategic planning and decision-making processes in 2025 and beyond. Download your copy on Blue Chip Digital today....

Thought Leaders

Warren Wheatley CA (SA), CFP®, Founder, Altvest

Transforming the private equity landscape

Altvest Capital is a local investment platform committed to democratising access to alternative investments, primarily in high-growth sectors. Blue Chip caught up with Founder, Warren Wheatley....
Guy Holwill, Chief Executive of Fairbairn Consult.

Client experience is the new marketing

This article is based on content from the Fairbairn Consult 2024 annual conference that was themed around client experience (CX)....

More Features

coaching approach stock image Canva premium

Do clients want financial planners to adopt a coaching approach?

I do a lot of work with financial planners who wish to adopt a coaching approach in their engagement with clients. Much of this time is spent on developing the skills to ask clients meaningful and appropriate questions. But Morningstar research in 2018 found that clients do not value a coaching approach. In the research, ...
Woman with headphones using a laptop

From trainee to triumph: the journey of an advisor’s success

It is well-known that in the finance sector, previously disadvantaged people and women are underrepresented. Momentum Group‘s objective is to transform the distribution network and at the same time grow an advice force with successful, motivated and well-trained advisors. For close to a decade, Momentum Group via its enterprise and supplier development (ESD) programme, has been dedicated ...

Empowering independent financial advisors for sustainable growth 

The Association for Savings and Investments is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025. Find out how to apply....

Key value drivers in considering retail real estate investments

Laurence Rapp, CEO of Vukile Property Fund, discusses the key value drivers you should consider when investing in retail real estate....

Events

2025 FPI Professional’s Convention

 

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