Financial Planning

Are Managed Accounts the Key to Democratizing Financial Advice?
Capital, Risk & Assets Are Managed Accounts the Key to Democratizing Financial Advice?

The financial landscape is continuously evolving as technological advancements and changing demographics reshape how individuals engage with financial planning. One of the most promising developments in this arena is the use of managed accounts within defined contribution (DC) retirement plans,

Are You Ready for Higher Banking Fees Starting July 1?
Trends & Future Are You Ready for Higher Banking Fees Starting July 1?

Starting July 1, major Indian private banks are set to introduce significant changes to their fee structures, impacting various services, including credit cards and banking transactions. HDFC Bank and ICICI Bank have issued notifications to inform customers about the augmented charges that will

Can You Travel This Summer Without Breaking the Bank?
Capital, Risk & Assets Can You Travel This Summer Without Breaking the Bank?

As the summer season unfolds, many individuals eagerly anticipate the opportunity to unwind and explore new destinations. With flexible work schedules and school-free months, traveling becomes a top priority for many. However, the desire to embark on new adventures often comes with the challenge of

UK Discretionary Wealth Market Growth Faces Emerging Challenges
Capital, Risk & Assets UK Discretionary Wealth Market Growth Faces Emerging Challenges

The UK discretionary wealth management market has reached a staggering £1.1 trillion, driven by strong investment performances and the strategic outsourcing by financial advisers. Powered by the MSCI PIMFA Private Investor Balanced Index’s remarkable 10.73% return, the market reflects strong growth

Why Is Citi Selling Its Polish Consumer Bank to VeloBank?
Banking Why Is Citi Selling Its Polish Consumer Bank to VeloBank?

Priya Jaiswal is a leading expert in banking and finance, known for her insightful analysis of market trends and portfolio management. With a keen understanding of international business dynamics, she offers a unique perspective on the strategic decisions made by global financial institutions. In

Is Health the True Wealth in HNW Family Planning?
Capital, Risk & Assets Is Health the True Wealth in HNW Family Planning?

The dialogue around wealth management often centers on investment portfolios, legacy planning, and tax strategies, yet an elemental facet is rising to prominence: health protection. At the Hubbis HNW Insurance Forum in Dubai, the discourse championed by Virginie Josten from SIP Medical Family

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