Blue Chip Issue 90

CONTENTS ISSUE

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

Who should apply? For Financial Advisors who have two (2) years or more relevant financial services experience. FPI offers the FINANCIAL SERVICES ADVISOR TM Designation so that you can differentiate yourself through the FPI Code of Ethics and Professional Standards. The Criteria This membership type is for a person who has: Completed a level NQF6 (old) or NQF7 (new) qualification; Has two or more years financial services experience; Has completed the professional competency examination (written or exempt*); and Has agreed to abide by the FPI Code of Ethics and Professional Standards. Exemption* :Honours/ Post Graduate Diploma In Financial Planning ;BCom in Financial Planning; BCom Finance; Certificates in financial planning & Wealth Management obtained from Milpark Education; Moonstone (MBSE); SANLAM Connect Academy; Universities- Academia, Free State, Johannesburg, Kwa-Zulu Natal, Stellenbosch, Johannesburg, NNMU. businessdevelopment@fpi.co.za | +27 11 470 6000 | www.fpi.co.za