Posted at 3:31 pm , on October 16, 2018
Many financial advisors are seeing their profit margins steadily shrink in the wake of increased pricing competition from robo-advisors and rising compliance costs that have been exacerbated by the fiduciary rule. This margin squeeze is being felt at all levels of the industry, from solo practitioners to pension and mutual fund managers, and all indications point to this trend continuing for the foreseeable future.
Posted at 11:24 am , on October 11, 2018
NEBA Financial Solutions, a Singaporean based firm specializing in product design and distribution of Structured Products and UCITS Funds has released its latest issue of the NEBA Insight Magazine (Oct-Dec 2018).
Posted at 12:40 pm , on October 4, 2018
When developing a solid investment portfolio for a client, a financial advisor must take into consideration key factors that help craft the most suitable investment strategy.
Posted at 10:22 am , on September 28, 2018
If you have money to invest but is relatively new to the investment world, seeking out a fund manager is a good idea. However, it’s difficult to ascertain whether it’s safe to entrust your money to someone you barely know. Even if the person is recommended by a peer, there’s no proof of competence until the fund manager actually delivers.
Posted at 5:11 pm , on September 26, 2018
It has been recommended numerous times by successful investors that, if we want to become wealthier, we need to take risk. Either that or winning the lottery, marrying someone rich or being lucky enough to inherit a large sum – which would probably have arisen as a result of a successful investment strategy with exposure to market risk.
Posted at 5:09 pm , on September 25, 2018
If you talk with an experienced financial advisor, they will undoubtedly be able to relay stories about current and perhaps former clients whose behaviour was detrimental to their own financial health and well-being.
Posted at 2:56 pm , on September 14, 2018
Discussing—and justifying—the fees that a financial advisor charges can be one of the most difficult discussions that advisors must dealt with their clients. This is because advisors often fail to draw clear connections between the fees that they charge and the real value of the services that they offer.
Posted at 3:44 pm , on September 6, 2018
Financial advisors today have a myriad of challenges facing them in their daily practices. They must wear many hats, including those of asset manager, financial planner, psychologist and marketer in order to succeed in this industry. And while most advisors can juggle all these roles well, there are always one or two roles that most struggle to play.
Posted at 3:09 pm , on September 5, 2018
Selecting your wealth management firm can be one of the most important decisions you make. So how do you make sure that you are making the right choice? Here are 6 key questions you should address as you choose the right firm for you and/or as you assess the performance of your existing wealth manager.
Posted at 1:27 pm , on August 30, 2018
Managing client expectations is probably one of the most difficult – and often frustrating – aspects of the financial planning business.