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.
CONTENTSISSUE95
CONTENTSISSUE95 MAY/JUN/JUL 2025EDITOR’S NOTE02 By Alexis Knipe08FPI FOREWORDMessage from the CEO of the FPION THE MONEY10 Milestones, news and snippets16HOW HAVING A BIAS CANAFFECT YOUR POTENTIALRETURNS AS AN INVESTORColumn by Florbela Yates, ManagingDirector, Equilibrium17TRUMP 2.0Column by Rob Macdonald,Independent Consultant18ESG: THE HEARTBEAT OFRESPONSIBLE ADVICEColumn by Kobus Kleyn, CFP®, Tax andFiduciary Practitioner, Kainos Wealth22A COACHING WAY OF BEINGRob Macdonald unpacks what itis and why it is important to the work ofa financial planner26SURVIVAL OF THE FASTESTWith the arrival of AI into themainstream world, we find ourselves at apoint of optimism over the future, by DougNicol, Investment Analyst, Fundhouse30IMPACT AND RETURNS:WHY FINANCIAL PLANNERSSHOULD CONSIDER ACOFThe narrative that impact comes at thecost of returns simply is not true, by WarrenWheatley, CEO, Altvest Capital32THE FUTURE OF GROUP RISKWhy a consultative approach is keyto financial security in SA, by Corinne, daSilva, CFP®, Business Development Manager,Jigsaw Financial Services34CLIENT CONFIDENCE BEYONDTHE WRAPPERFinancial planners face growing pressureto demystify an increasingly complexarray of products in today’s investmentlandscape, by Vuyo Nogantshi, Headof Distribution: Index and StructuredSolutions, Absa GroupLEADING THE WAY TO35 PAN-AFRICANISMBlue Chip caught up with Fundi Pikashe,CFP®, Head of Distribution: StructuredSolutions, Absa Index and StructuredSolutions, CIB, Absa36KNOWING ISN’T DOINGWhy smart financial advisorsshould have their own trusted financialadvisor, by Henda Kleingeld, CFP®, FPSA®,TEP, Programme Director PGDIP in FinancialPlanning, School of Financial Planning Law,University of the Free State37A SHIFT UP AND TO THE LEFTBy Francois Olivier CA(SA), CFA, andStephan Engelbrecht, portfolio managers atMazi Asset Management38WHAT YOU NEED TO KNOWABOUT AMETF TRANSPARENCYActively managed ETFs are gaining traction,by Niki Giles, Head of Strategy, PrescientFund Services40ETF EVOLUTION: GLOBALAND SOUTH AFRICANTRENDS DRIVING INDEX INVESTINGBy Fikile Mbhokota, CEO, Satrix42MAPPING YOURADVICE PROCESSThe most important thing you can doin 2025, by Theoniel McDonald, CFP®,Wealth Associates44IF YOU REALLY WANT TOINFLUENCE A CLIENT’SBEHAVIOUR, APPEAL TO INTERESTNOT TO REASONBy Rob Macdonald, Independent Consultant46SECURING A LEGACY THROUGHROBUST AND TIMEOUSESTATE PLANNINGBy Gareth Lange, Wealth Manager,Private Client Holdings264 www.bluechipdigital.co.za
