Blue Chip Issue 90

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BLUE CHIP INVESTMENT | Offshore A leap forward into a new digital era In today’s fast-paced digital age, advisors and wealth managers require tools that seamlessly adapt to their evolving needs. The newly redesigned Momentum Wealth International website ticks this box with style. Its layout – easy to navigate yet sophisticated – puts a wealth of resources and information at the fingertips of users, regardless of the device they choose to use. The website heralds a new era in how financial advisors, wealth managers and clients in South Africa and beyond interact with digital platforms that facilitate offshore investing. The revamp goes beyond a mere facelift. It is a testament to countless hours of creative and technical toil by dedicated teams who envisioned a site that merges visual appeal with practical usability. The result: a website that not only catches the eye but also equips the hands of those navigating the complex and everchanging world of global investing. In the early 2000s, the Momentum Wealth International platform was launched in Guernsey as an offshore investment platform for South African and global clients. Investing through Momentum Wealth International gives clients a true offshore investment experience, diversification from local solutions with exposure to multiple global markets and solutions that offer estate planning and tax benefits. With the features and capabilities of the website after logging in, advisors and wealth managers can access client investment information, generate statements and contract notes, execute switches and even make additional investments – all at the click of a button. It’s a paradigm Fränzo Friedrich, Head of Marketing, Momentum Investments shift that promises to enhance how financial professionals manage their workload. Many users have already started exploring the new website and the feedback has been overwhelmingly positive. Those yet to discover the revamped momentum.co.gg can look forward to an intuitive, user-friendly experience that stands proudly in the industry. However, the launch of the redesigned website is not the finish line. Rather, it is a significant milestone in Momentum Wealth International’s ongoing journey of evolution. As the financial landscape continues to change, the commitment to continually adapt and innovate to meet the needs of the industry remains unwavering. The successful transformation of the website would not have been possible without the invaluable support, feedback and collaboration from our partners in South Africa and abroad. It is this spirit of partnership that will continue to fuel the future of Momentum Wealth International. The launch of the new look Momentum Wealth International website is more than a facelift – it’s a leap forward into a new digital era. It sets the tone for what users can expect from an investment platform committed to continual evolution and improvement. Welcome to the future with Momentum Wealth International. Let’s help you make your clients’ dreams and aspirations come to life. Because with us, investing is personal. 28 www.bluechipdigital.co.za
Annual Refresher 2024 Cape Town 27 th February 2024 Durban 29 th February 2024 Gauteng 5 th March 2024 Virtual 27 th March 2024 For more information go to www.fpi.co.za or contact +27 (11) 470-6000 6.5 SUMMARY VERIFIABLE HOURS
Page 1: BLUE CHIP 0.5 CONTINUOUS PROFESSION
Page 5 and 6: Professional Financial Planning and
Page 7 and 8: Indexation: Anything but Passive. I
Page 10 and 11: CONTENTS ISSUE 90 FEB/MAR/APR 2024
Page 12 and 13: BLUE CHIP FPI UPDATES | CEO message
Page 14 and 15: BLUE CHIP On the money Making waves
Page 16 and 17: BLUE CHIP On the money Making waves
Page 18 and 19: BLUE CHIP COLUMN How to get the yea
Page 20: BLUE CHIP COLUMN Social media in fi
Page 23 and 24: INVESTMENT | Leadership BLUE CHIP C
Page 25 and 26: INVESTMENT | Leadership BLUE CHIP F
Page 27 and 28: INVESTMENT | Economy BLUE CHIP Top
Page 29: INVESTMENT | Innovation BLUE CHIP d
Page 33 and 34: FPI | Financial Planner of the Year
Page 35 and 36: Young Financial Planners Organisati
Page 37 and 38: FPI UPDATES | Awards BLUE CHIP In a
Page 39 and 40: FPI UPDATES | Awards BLUE CHIP The
Page 41 and 42: FINANCIAL PLANNING | Retirement BLU
Page 43 and 44: FINANCIAL PLANNING | Retirement BLU
Page 45 and 46: INVESTMENT | Exchange-traded produc
Page 47 and 48: STRAPLINE BLUE CHIP www.bluechipdig
Page 49 and 50: Financial Planning Institute of Sou
Page 51 and 52: INVESTMENT | ETFs BLUE CHIP Kingsle
Page 53 and 54: PRACTICE MANAGEMENT | Technology BL
Page 55 and 56: PRACTICE MANAGEMENT | Technology Be
Page 57 and 58: INVESTMENT | Economy BLUE CHIP The
Page 59 and 60: INVESTMENT | Hedge funds BLUE CHIP
Page 63 and 64: USE AI FOR EFFORTLESS AGENDAS & MIN
Page 69 and 70: CLIENT ENGAGEMENT | Coaching BLUE C
Page 71 and 72: CLIENT ENGAGEMENT | Behavioural fin
Page 73 and 74: PRIVATE CLIENT HOLDINGS IS AN AUTHO
Page 75 and 76: FINANCIAL PLANNING | Legislation BL
Page 77 and 78: DEVELOPMENT | Internships BLUE CHIP
Page 79 and 80: FINANCIAL PLANNING | Legislation BL
Page 81 and 82:
FPI | Certification BLUE CHIP Next
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Partner with us, become an FPI Appr
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Blue Chip Issue 90

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