Blue Chip Issue 90
Blue Chip Journal – The official publication of FPI Blue Chip 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.
Blue Chip Journal – The official publication of FPI
Blue Chip 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.
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CONTENTS<br />
ISSUE<br />
<strong>90</strong><br />
FEB/MAR/APR 2024<br />
54<br />
COULD SMALLER COMPANIES<br />
HAVE A BRIGHT SPOT DESPITE<br />
A GLOOMY ENVIRONMENT<br />
By Robert Starkey, Portfolio Manager,<br />
Schroders<br />
56<br />
USING HEDGE FUNDS TO<br />
HARNESS THE POWER OF<br />
COMPOUNDING<br />
James Corkin, Portfolio Manager, Steyn<br />
Capital Management, attests that the magic<br />
of compounding long-term investment<br />
returns cannot be overstated<br />
58<br />
CYBERSECURITY: BUILDING<br />
RESILIENCE IN AN EVER<br />
MORE COMPLEX TECHNOLOGY<br />
LANDSCAPE<br />
Advice on solutions to assist in the<br />
mitigation of cybersecurity risks<br />
60<br />
MAXIMISING EFFICIENCY IN<br />
BOARD MANAGEMENT<br />
A guide for employee benefit consultants<br />
using cloud computing and AI, by<br />
AgendaWorx<br />
62<br />
FINDING THE BALANCE<br />
BETWEEN DIGITALISATION<br />
AND PERSONAL TOUCH<br />
Digitalising client engagement and<br />
communication strategies for financial<br />
planners<br />
64<br />
GET READY FOR THE<br />
GREATEST WAVE OF<br />
TECHNOLOGICAL INNOVATION<br />
Francois du Toit, CFP®, founder of<br />
PROpulsion on what AI brings to the table<br />
for financial advisors<br />
66<br />
THE FINANCIAL PLANNER AS<br />
THINKING PLANNER<br />
Thinking with clients or for clients by Rob<br />
Macdonald, Head of Strategic Advisory<br />
Services, Fundhouse<br />
68<br />
UNLEASHING CLIENT SUCCESS<br />
The power of value-based<br />
conversations, by Kim Potgieter<br />
70<br />
CLOSING THE CIRCLE: THE<br />
IMPORTANCE OF CLOSING THE<br />
WEALTH MANAGEMENT LOOP<br />
By Sarah Love, CFP®, Fiduciary Practitioner,<br />
Private Client Trust<br />
72<br />
IMPORTANT CHANGES IN THE<br />
WORLD OF DIVORCE LAW<br />
Hannah Wilson, Director, Simplifi Law<br />
outlines the recent changes in divorce law,<br />
74<br />
TRANSFORMATION THROUGH<br />
INCLUSIVE APPROACHES TO<br />
INTERNSHIPS<br />
Alicia Davids, CEO, Asisa Academy, tells us<br />
about the great work that the academy is<br />
doing for IFA graduates<br />
76<br />
CORPORATE GOVERNANCE:<br />
A COMPLIANCE OR BUSINESS<br />
ISSUE?<br />
Asks Anton Swanepoel, founder, Trusted<br />
Advisor<br />
79<br />
WANT TO BECOME A CERTIFIED<br />
FINANCIAL PLANNER®?<br />
The FPI introduces the Next Generation<br />
Certification Standards<br />
8 www.bluechipdigital.co.za
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