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About 277 results for "holistic investment planners"

Midwinter channels new data service for holistic approach

Financial planning software company, Midwinter, is using the InvestmentLink RealTime (ILRT) data service to extend its range of data feeds, in an effort to provide clients with a holistic' advice experience. Under the expanded data offering, ILRT ... Money Management, 1 month ago
InvestmentLink, Midwinter unveil integration Financial Observer, 1 month ago
Business Link

How to choose a financial advisor?

Yogin Sabnis Financial planner, investment advisor, wealth manager these are often used as generic terms and proclaimed by many types of professionals in the financial services industry. An insurance agent selling child plans, retirement plans ...
 Moneycontrol.com1 week ago CFS takes healthy road to financial wellness  Financial Observer1 week ago Leeds wealth manager buys London firm to boost financial advice  Business Link1 month ago How Wealth Managers Can Ride the Fintech Wave  WealthManagement.com2 days ago
Utility Dive

Time & place: How a new locational DER metric helps utilities defer grid investments

Central Hudson is using a simplified valuation scheme to deploy pilots and integrate DER into utility planning As with the value of distributed solar before, competing methods of valuing distributed energy resources (DER) of all types are ...
 Utility Dive1 month ago

International Investors Eye Lodha Group's Ambitious Palava Project, Codenamed Golden Tomorrow

Leading Developer Announces the Pre-launch of New Neighbourhood at Palava India's First Privately Planned Smart City Lodha Group, India's leading real estate developer, announced the newest neighbourhood in Palava, the renowned greenfield smart ...
 UAEBusiness.com1 month ago

Retirement planning: It's about the process

You have to be flexible. Retiring well is not a problem that has a single solution. Speaking at the Liberty Retire Well Masterclass in Johannesburg last week, Craig Gradidge of Gradidge-Mahura Investments pointed out that planning for retirement ...
 Moneyweb1 week ago Seven deadly sins of retirement planning  Moneyweb2 weeks ago

Is Robo-Advising Right For You?

Robo-advising is beginning to make further inroads with savers and investors. Robo-advising, sometimes called automatic investment, has been around since 2010, with the launch of firms like Betterment. Users of these wealth-management platforms ...
 Yahoo! Singapore3 weeks ago Future of advice is bionic, not robo  Financial Standard1 week ago

Impact investing driving advice growth

Demand for impact investing is expected to rapidly increase as a growing number of retail and institutional investors search for investments that provide both monetary and social returns. In the last five years there have been 96 reported impact ...
 Financial Standard2 weeks ago 4 primary factors to consider when investing in property  CAclubindia1 month ago

Investor's Notebook: The trusted adviser

I have never heard selling cars described as a profession or selling groceries being called one. Yet people who sell life insurance or unit trusts insist that their field is a profession. And they don't liken themselves to one of the ...
 Business Live South Africa3 weeks ago

Fees in the frame: how profiled planners charge for advice 3

Skerritts Consultants Skerritts charges nothing for initial consultation, meaning its only charge is its ongoing fee of 1.25%. There are exceptions; an upfront fee is charged for complex planning, such as tax planning, which Skerritt says would ...
 Citywire4 weeks ago

Why I love my LISP

A Linked Investment Service Provider (LISP) is a one-stop shop that administers a variety of underlying investments, available directly or via investment vehicles such as endowments, retirement products and tax-free savings accounts. A LISP ...
 Moneyweb1 month ago
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