Blue Chip, a leading niche title in the Global Africa Network Media stable of publications, is the official publication of the Financial Planning Institute of Southern Africa (FPI), and has for over 10 years been the publication of choice for businesses wishing to market their products and services to the financial planning industry. Reaching all Certified Financial Planners (CFPs) via a quarterly print journal, and the full FPI membership via a monthly e-newsletter, Blue Chip provides high-quality editorial coverage from industry thought leaders on key topics of interest to financial planners. Blue Chip is an FPI-approved Continuous Professional Development (CPD) provider, allowing members of the FPI to earn CPD points through the journal, ensuring that it is a must-read for the financial planning community.
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Join us for the 2025 Annual Refresher which is set to be an exceptional event, bringing together industry experts, thought leaders, and passionate individuals in the field of financial planning. Attendees can look forward to a day filled with inspiring speakers, insightful discussions, and valuable networking opportunities that will foster collaboration and growth within the industry. To register visit https://lnkd.in/du7jrQJB
According to Wallace Barnes, Steyn Capital Management, selecting hedge funds can be a powerful diversification tool. Hedge funds come in many different flavours. Being inherently a flexible structure that can utilise gearing, sell positions short and invest into all manner of derivatives or illiquid asset classes, the range of potential strategies is wide and varied. In South Africa, the market is strictly regulated for retail hedge strategies, which limits the scope for the riskier of these strategies. Discover why #hedgefunds offer a smarter path to uncorrelated returns on Blue Chip Digital. https://lnkd.in/ds6fCa_8 #investment #portfoliomanagement #diversification
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Save the date 📢 Join us at the industry leading investment management conference of the year. BCI will proudly host 41 top local and offshore investment managers in May 2025. This is a prime opportunity to gain in-depth specialist insights and personal interaction with the #portfoliomanagers. Find out more: https://lnkd.in/dPQQq-2N #BCIS #BCIGlobalInvestmentConference2025 #offshoreonvestment Boutique Collective Investments (BCIS)
Save the date 📢 Join us at the industry leading investment management conference of the year. BCI will proudly host 41 top local and offshore investment managers in May 2025. This is a prime opportunity to gain in-depth specialist insights and personal interaction with the #portfoliomanagers. Find out more: https://lnkd.in/dPQQq-2N #BCIS #BCIGlobalInvestmentConference2025 #offshoreonvestment Boutique Collective Investments (BCIS)
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Last Chance to SAVE BIG on your FPI Annual Membership Declaration by registering early! Renew your membership before 15th December and enjoy an exclusive Early Bird Discount on your annual fees. Don’t miss this opportunity to secure your place in South Africa’s premier financial planning community—at a lower cost! 🗓️ Important Dates: Early Bird Discount Deadline: 15th December Annual Renewal Closing Date: 15th March ✅ Early Bird Discount Renew your membership today by visiting www.fpi.co.za and logging into the membership portal. Stay ahead in your profession and enjoy all the benefits of being an FPI member.
Victoria Reuvers (Sheppard) from Morningstar reflects on how much can change in a year and the key lessons the past year has for investors. She emphasizes that investors should concentrate on the fundamentals, keep emotions in check, and trust the process. Read the full article and discover all the lessons that Victoria Reuvers wants #wealthmanagers to be mindful of: https://lnkd.in/dhZugMWY #emergingmarkets #investment #investmentinsights #globalinvestmentopportunities
If you’re a financial adviser, financial planner, or work in the financial planning profession, this article is for you. We cannot agree more. Make sure you give this one a read.
Showing financial planners how to make AI work in their practice | Making AI simple & useful | South Africa's friendly AI guide | Founder @ PROpulsion | CFP®
Are Independent Financial Advisers at a Crossroads? Independent financial advisers face unique challenges today. From growing regulatory demands to the pressures of running a small business, many are asking tough questions about their future. I’ve just published an article exploring the critical decisions IFAs need to make at this pivotal time. Whether you’re maintaining your independence, considering collaboration, or rethinking your long-term goals, the piece offers insights to help you navigate the journey ahead. In the article, I cover: 🔎 The realities of being an independent adviser in today’s landscape 🔎 The four main paths available to IFAs at this crossroads 🔎 Practical tips for building longevity and adapting to change If you’re a financial adviser, financial planner, or work in the financial planning profession, this article is for you. 🔗 Read the full article below I’d love to hear your thoughts. Are you facing similar challenges? What strategies are helping you adapt? Let’s start a conversation below! 👇
The Association for Savings and Investments (ASISA Academy), in partnership with leading investment managers, is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025. The IFA Development Programme offers strategic business support for sustainable growth and long-term success, overcoming growth barriers and is fully sponsored with no fees for participants. Apply now to build long-term business value! Find out how⬇️ https://lnkd.in/dEmRMBt2 #IFAdevelopementprogramme #IFAs #independentfinancialadvisors #investmentmanagers #applications
Anton Swanepoel, Trusted Advisors, gives his insights into solving the age-old conundrum for #financialserviceproviders: the client engagement and compliance process. The main reason for this complex problem is that there are different stakeholders in financial service providers (FSPs), each with their own background, experience, focus, priorities, and incentives. Therefore, they have their own individual opinions about what compliance should look like and how it should be implemented in the engagement process. Read Anton Swanepoel's solution here: https://lnkd.in/exih6u5T #CoFI #financialadvisors #financialplanning #ConductofFinancialInstitutions