The official publication of the Financial Planning Institute of Southern Africa.
Cape Town, South Africa
Joined September 2019
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Blue Chip Issue 96 is live!
And it is filled to the brim with all the latest news and insights needed to equip South African #financialserviceproviders.
bluechipdigital.co.za/invest…
#financialplanning #financialplanningmagazine #CPDpoints #earncpdpoints #investments #businessnews
We would like to applaud the phenomenal women driving progress and purpose in financial planning.
#WomensMonth #WomenInFinance #FinancialAdvisors #FPI #FinancialPlanning #LeadershipInAction #BlueChipDigital #SheLeadsFinance #SouthAfricanWomen #CFPProfessionals #BreakingBarriers
SA makes up <1% of the global investment universe.
Is your portfolio exposed to the other 99%?
Hildegard Wilson, MD at @GlacierBySanlam, shares why offshore investing is key to diversification, resilience & long-term growth.
bluechipdigital.co.za/featur…
At #MeetTheManagers2025, @GlacierBySanlam Invest's Tebogo Moopa shares how falling rates, geopolitical shifts & new market dynamics are changing the game from thematic investing to private markets.
bluechipdigital.co.za/featur…
#GlacierInvest #SouthAfricaInvesting
With Trump’s policies sending shockwaves through global markets, SA’s financial planners need to recalibrate. Inflation’s easing, interest rate cuts loom, and record-high cash reserves present new opportunities.
bluechipdigital.co.za/featur…
A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market.
bluechipdigital.co.za/featur…
#SouthAfricaninsuranceindustry #aiandautomation #GIB #insurance #GenZ #Millenials #bluchipdigital
Andrew Padoa, Portfolio Manager, @Sasfin Wealth, highlights the importance of a well-defined and repeatable process as key to success in achieving superior outcomes in both sports and investing.
bluechipdigital.co.za/featur…
#sasfinwealth #SouthAfricaninvestors #thepowerofprocess
Nicholas De Clercq from @Prescient_SA reveals how the JSE All Share Index quietly outpaced the S&P 500 in returns since Liberation Day.
Read on via: bluechipdigital.co.za/featur…
#SAEquities #InvestmentStrategy #JSE #EmergingMarkets #RandResilience
Deepfakes are rewriting the rules of financial fraud.
Sameer Kumandan, MD of @searchworksza1 , warns: AI-generated identities are slipping past KYC checks & threatening FICA compliance.
Financial planners, it’s time to upgrade your fraud defences.
bluechipdigital.co.za/featur…
Tech is reshaping financial advice in SA, but it’s not replacing planners; it’s empowering them.
From AI to robo-advice, hybrid models are bridging the financial divide and driving inclusion.
Read how @Momentum_za Bertie Nel sees the future:
bluechipdigital.co.za/featur…
In a world where risk management is critical,
@GloRepLTD
empowers businesses to stay compliant with just a few clicks. Become Compliant Today. bluechipdigital.co.za/featur…
#complianceondemand #RegTech #FICA #AML #KYC #DigitalTransformation #businessgrowth #riskmanagement #Glorep
David Le Page, Director of @FossilFreeSA examines the various ways climate change impacts investors and encourages financial advisors to prioritise ESG portfolios.
bluechipdigital.co.za/featur…
#climatechange #ESGPortfolios #FossilFreeSA #GlobalGreenEconomy #ResponsibleInvestment
Are you ready to rethink your partnerships and redefine your value?
Discover what Warwick Wealth can offer - for the benefit of your business, your family, and, most importantly, your clients.
bluechipdigital.co.za/featur…
#FinancialAdvisors #financialplanning #IFAS #investments
Book your spot for the conference that brings together 7 of the most impactful speakers from across the US, UK, and South Africa — built to energise, inspire, and motivate your thinking in a single powerful day.
#professionaldevelopement #CPDpoints #MoneyMaestros
Corinne da Silva, CFP® from Jigsaw Financial Services, shares how understanding your clients’ real needs drives true financial security in SA. bluechipdigital.co.za/featur… #FinancialPlanning #GroupRisk #ConsultativeSelling #CFP #JigsawFinancialServices #BlueChipDigital
Rob Macdonald encourages #financialadvisors to focus on communication with their clients amidst the current economic disruptors. Find out how to be the best financial services provider for your client: bluechipdigital.co.za/featur…
