Blue Chip Issue 84
Blue Chip Journal is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition. Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry. Visit Blue Chip Digital: https://bluechipdigital.co.za/
Blue Chip Journal is a quarterly journal for the financial planning industry and is the official publication of the Financial Planning Institute of Southern Africa NPC (FPI), effective from the January 2020 edition.
Blue Chip publishes contributions from FPI and other leading industry figures, covering all aspects of the financial planning industry.
Visit Blue Chip Digital: https://bluechipdigital.co.za/
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CONTENTS<br />
ISSUE<br />
<strong>84</strong><br />
AUG/SEPT/OCT 2022<br />
02<br />
“MULTIPLE” LAYERS OF FEES AND<br />
THE AETIOLOGY OF NONSENSE<br />
By PortfolioMetrix<br />
04<br />
10<br />
12<br />
14<br />
20<br />
EDITOR’S NOTE<br />
By Alexis Knipe<br />
BACK TO SORT-OF NORMAL<br />
Message from FPI CEO<br />
STAND OUT FROM THE CROWD<br />
By UFS School of Financial Planning Law<br />
ON THE MONEY<br />
Milestones, news and snippets<br />
FINDING THE BALANCE<br />
Column by Florbela Yates,<br />
Head of Equilibrium<br />
21<br />
“NO” IS A WORD<br />
Column by Rob Macdonald<br />
22 CRYPTOMANIA<br />
Column by Kobus Kleyn,<br />
Kainos Wealth<br />
23<br />
THE MOST EXCLUSIVE CLUB IS<br />
OPEN, BUT WHERE IS THE DOOR?<br />
By Mike Titley, Business Development Fund<br />
Manager at Laurium Capital<br />
24<br />
DO DFMS ADD VALUE?<br />
<strong>Blue</strong> <strong>Chip</strong> sat down with Florbela Yates<br />
to understand the true value of DFMs<br />
28<br />
THE POWER OF BALANCE<br />
Momentum Investment Consulting has<br />
rebranded as Equilibrium<br />
30<br />
CAPITAL PRESERVATION<br />
<strong>Blue</strong> <strong>Chip</strong> speaks to Rafiq Taylor, Head of<br />
Implemented Consulting, Glacier Investments<br />
32<br />
ADVISOR INSPIRED<br />
<strong>Blue</strong> <strong>Chip</strong> caught up with<br />
INN8 to find out about the new addition<br />
to its brand<br />
33<br />
ENABLING GROWTH FOR<br />
ADVISORS<br />
INN8 responds to market demands<br />
34<br />
WHY USE A DFM?<br />
Barry O’Mahony, Veritas Wealth,<br />
tells us why<br />
36<br />
CAPITAL GAINS TAX IS NO SMALL<br />
CHANGE<br />
Says Peter Foster from Fundhouse<br />
40<br />
INVESTOR’S CONFLICT<br />
By Duncan Lamont, Head of<br />
Strategic Research, Schroders<br />
42<br />
EXTRAORDINARY EXECUTION<br />
Momentum Investments’ smart beta<br />
funds deliver exceptional performances<br />
44<br />
NOT EVERYTHING THAT COUNTS<br />
CAN BE COUNTED<br />
ESG is more of an art than a science,<br />
says Truffle Asset Management<br />
46<br />
A TRIED-AND-TESTED FLEXIBLE<br />
FIXED INCOME APPROACH<br />
By Visio Fund Management<br />
6 www.bluechipdigital.co.za
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