Super regulators can take integrated view on financial services

In an interview with Shweta Dhoka of Myiris.com, Jeet Shah, CFP, Veer Consultancy Services, says, "Being wealthy is a very different thing from being rich. The difference between rich and wealthy is very simple. It's knowledge. Wealthy people know ...

Daniel Rossouw Name: Daniel Rossouw CFP® Position: Private wealth adviser Education qualifications: BProc (Law, South Africa), Postgraduate DipFP (South Africa), ADFS (FP) Practice: JDD Wealth Licensee: Genesys Wealth Advisers CFP designation: 2001 ...

There is no foolproof formula but if you plan your financial goals carefully the chance is you will fulfil them. Risk and return are an integral part of any portfolio and the same is true for every individual investing in various asset classes towards the achievement of listed financial goals. In an ideal scenario the investor would want the risk to be minimised and the return to be maximised at the same time, and in the practical world achieving the two together is seldom possible and hence ...

It looks like the RDR, which arrived in January after a six year wait, has forced many commission-based IFAs to move on. Financial Planners have fared much better but what does the future hold? Laura Dew reports. When the bell tolled to welcome in ...

Home owners can go for reverse mortgage on their homes to make some money after they retire.Retirement is an important phase in the life of an individual. With the life expectancy rising, an individual is expected to spend nearly one-fourth of his/her life span in retirement, and that too with reduced physical abilities and increased possibility of medical contingencies. Thus it is very pertinent that one plans for this phase of life during the working years when the earning potential is ...