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About 97 results for "financial planning and wealth management"

Why Robo-Advisors Make Biased Recommendations...

Posted by Equitymaster Robos are replacing humans in almost every field. The wealth management and financial services space too, is not consigned to oblivion - ' Robo-Investing ' is a buzzword that's doing the rounds these days... Supported by technology and ..., 3 weeks ago
How CFGs Strike A Correct Chord With Clients, 2 months ago

381 images for financial planning and wealth management

Reuters, 2 weeks ago
Reuters, 1 month ago
PR Newswire, 3 months ago
WorldNetDaily, 3 months ago
Yibada, 2 months ago
Minyanville, 3 months ago
InvestorDaily, 2 months ago
EFinancialCareers Gulf, 3 months ago, 2 months ago, 2 months ago

Plan to surrender your ULIP? Don't!

A rightly chosen ULIP can be a competitive investment, but the investor needs to ensure that his relationship manager has put him ahead of the commissions that the product pays, says Anil Rego, CEO, Right Horizons.Illustration: Dominic Xavier/ Ganesh Shankar, 68, was coaxed into buying a unit-linked insurance plan (ULIP) by his relationship manager. The 10-year plan has an annual premium of Rs 1 lakh. When Shankar received the policy statement in the third year, he realised that the ...
 Rediff.com1 week ago Qatar Holding to invest $250 million in India affordable housing - fund manager  Sify2 months ago New Pension scheme rules: How to invest wisely now!  Rediff.com1 month ago Earnings and growth are attributes in investing  The Financial Chronicle2 months ago

3 Reasons Why Volatility Can Be Good For Your Financial Health

Posted by Equitymaster Mehek, an IT professional is naive and new to the financial world. However, she is very particular about maintaining her financial health. She is willing to invest into equity and debt instruments. But, she fears the current volatile ...
 Equitymaster.com2 weeks ago How Financial Guardians Can Boost Investors' Confidence  Equitymaster.com1 month ago Why A Mere Financial Plan Cannot Ensure Your Financial Wellbeing...  Equitymaster.com1 month ago 5 Reasons Why You Should Avail The Services Of A Financial Guardian  Equitymaster.com1 month ago

Norway wealth fund puts companies on spot with tax, pay demands

By Gwladys Fouche and Terje Solsvik OSLO (Reuters) - Norway's $915 billion sovereign wealth fund, the world's biggest, stepped up pressure on the companies it invests in with a call for them to be more transparent about taxes and to overhaul executive pay.
 Sify2 weeks ago

US STOCKS-Wall St flat as oil drop counters gain in bank stocks

* Fed rate meeting on March 14-15 * Financials among top gainers; energy top drag * U.S. crude prices hit 1-month low as inventories rise * Dow down 0.09 pct, S&P flat, Nasdaq up 0.21 pct (Updates to early afternoon) By Yashaswini Swamynathan March 8 ...
 Sify1 month ago Wall Street flat as oil drop counters gain in bank stocks  Sify1 month ago

4 money lessons for women

Shikha Verma offers invaluable money management insights Women comprise an integral part of our society and are the foundation of our happy present and bright future. Women have the ability to multi-task and are far more disciplined and efficient than the other gender. Women have excelled in almost every field from science to sports, from information technology to infrastructure and what not. But when it comes to managing finances, many women take a step back and feel less confident. The real ...
 Rediff.com1 month ago

Planning to invest in balanced funds? Read this first!

Balanced funds are suitable for investors who have low-risk appetite or are new to equities.Those with more than seven-year investment horizon should look at funds that have higher equity exposure. A mutual fund distributor’s typical response to a risk-averse investor’s fear of pure equity funds is: Buy balanced funds. “The presence of debt will ensure that the downside is capped when the equity market falls, it will also give same tax benefits as equity funds...,” he ...
 Rediff.com1 month ago How Your Debt Mutual Fund Is Pushing You Into Risky Assets...  Equitymaster.com5 days ago 5 Reasons Why You Should Invest In Diversified Equity Funds  Equitymaster.com1 week ago Bank FD Vs. Mutual Funds: Which Is Better?  Equitymaster.com1 week ago

They ensure your children's financial future

Trustees and protectors can help ring-fence your trust deed and ensure it is executed exactly the way you want, for the benefit of your children, after you are no more, says Priya Nair. Can someone entrusted to protect the well-being of your family unwittingly act against them, based on your instructions? Private trusts that are set up for the distribution of wealth to the next generation could face this situation if the structure is not carefully formed. Recently, there was a case where a ...
 Rediff.com2 months ago

'Sasikala is an extremely smart operator'

'As the financier, she controls the party.' Is V K Sasikala taking over as Tamil Nadu's chief minister a coup? Or is it a very carefully planned and calculated move? How long will she be able to continue as chief minister? Dr P Sudarshan -- trustee, Association of Democratic Reforms, co-ordinator, Tamil Nadu Election Watch -- discusses with's Shobha Warrier the politics in Tamil Nadu post-Sasikala's takeover. Sasikala becoming chief minister has been described by some as a black day.
 Rediff.com2 months ago

Turkey transfers state assets to sovereign wealth fund

The Turkish government has ordered the transfer of tens of billions of dollars worth of state assets to a sovereign wealth fund, in a huge shake-up of its holdings aimed at financing ambitious infrastructure projects. The assets being transferred to the ...
 Business Standard2 months ago
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