1 year ago

Blue Chip Issue 80

  • Text
  • Fintech
  • Technology
  • Dfm
  • Equity
  • Management
  • Schroders
  • Advisers
  • Planning
  • Financialservices
  • Momentum
  • Asset
  • Wealth
  • Investing
  • Portfolio
  • Global
  • Advisors
  • Infrastructure
  • Funds
  • Retirement
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.


CONTENTS ISSUE 80 JUL/AUG/SEPT 2021 04 08 10 14 EDITOR’S NOTE By Alexis Knipe WHAT’S HAPPENING AT THE FPI Message from the CEO ON THE MONEY Milestones, news and snippets THE FUTURE OF INVESTING OUTvest launches an exciting new platform for financial advisors 18 THE INFRASTRUCTURE DRIVE Fundhouse on infrastructure investment HOW THE FOURTH INDUSTRIAL 20REVOLUTION IS CREATING THE NEED FOR NEW SOLUTIONS Making sense of today’s retirement landscape. Part 1 22 JUST LAUNCHED RisCura introduces two exciting CIS portfolios 23 WTHE BALANCE BETWEEN BEING AN AVOIDER AND AN ASSERTIVE Column by Florbela Yates, Head of Momentum Investment Consulting 24 UNDERSTANDING INVESTOR BEHAVIOUR A Blue Chip interview with Theo Terblanche, Momentum Investments 26 DO SWEAT THE SMALL STUFF How ESG missteps impact future performance, by Schroders 28 EXPLORATION VALUE The Petroleum Agency SA CEO, Dr Masangane, speaks to Blue Chip 30 ROOTSTOCK INVESTMENT MANAGEMENT A focused global-equity fund manager 32 TOP WEALTH MANAGER IN 2021 Private Client Holdings has been awarded top wealth manager of the year 34 PRINCIPLES, POINT OF VIEW AND PROCESS Portfolio construction: the centre of investment processes 36 SPECIALISTS WIN GOLD By Kathryn van Dongen, MD, PortfolioMetrix South Africa 38 A FIRST FOR SOUTH AFRICA Blue Chip speaks to PortfolioMetrix about the equity fund headed our way 39 THE GOLDILOCKS ZONE Using technology to create a better client experience, by Louis van der Merwe 41 CUSTOMER-CENTRIC SOFTWARE TO GROW YOUR FINANCIAL BUSINESS Iress on enhancing client centricity in your practice 42 SNAKES AND LADDERS Technology integration options for financial advisory businesses 44 WHAT THE NEW TAX LAWS MEAN FOR SUSTAINABLE RETIREMENT Andrew Davison, Old Mutual, discusses retirement in South Africa, by Ken McKay 46 HOW AN INCREASING LIFE EXPECTANCY AFFECTS RETIREMENT Making sense of today’s retirement landscape. Part 2 48 THE ARTIFICIAL LINE OF “RETIREMENT” Adding value to living annuity options, by Tom Brukman 50 IT’S NOT ABOUT THE FEES It’s about the value you offer, by Rob Macdonald 52 FORGING FINANCIAL FUTURES Profiling the University of Johannesburg’s Sumaya Naidu 54 GAINING MOMENTUM FOR FUTURE CAREERS IN FINANCIAL PLANNING The launch of the Momentum Institute of Financial Planning 56 YOUR CLIENTS DO NOT CARE ABOUT ASSET ALLOCATION Fairbairn Consult on customer experience 58 HOW TO GENERATE MORE REFERRALS Attracting new clients effortlessly 60 THE CHALLENGE OF MANAGING HUMANS NOT ASSETS By Andy Hart, Founder, Humans Under Management 62 ALWAYS POINTING YOU IN THE RIGHT DIRECTION Incompass Forex assists over 2 000 IFAs and their clients’ foreign exchange needs 64 THE COST OF CURRENCY AND COMMUNICATION Blue Chip speaks to Incompass Forex 66 THE BLACK FINANCIAL PROFESSIONAL The hurdles that black-owned financial service providers face 68 THE GIFT THAT KEEPS ON GIVING Hester van der Merwe CFP® tells us about winning the FP of the Year Award last year 70 THE CLIENT CONVERSION Blue Chip speaks to Barry O’Mahony CFP®, the FP of the Year winner in 2013 72 WHY BUSINESS AWARDS MATTER The importance of winning awards for businesses and individuals 74 THE FPI LOOKS TO THE FUTURE AT THE 2021 CONVENTION The FPI Convention focuses on technology, behavioural finance and ethics this year 75 DISCOVERY INVEST ANNOUNCES NEW INVESTMENT SOLUTION Thematic equity portfolios 76 A TREASURED NICHE Blue Chip speaks to Graham Barrat, director at Currencies Direct 6

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