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).
What Is Your Client’s Willingness and Ability to Take Risk?
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.
5 Questions You Should Ask Your Fund Manager Before Investing In Any Fund
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 […]
What Are The Biggest Threats To Your Investment Portfolio?
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 […]
What To Do When Your Client Behaves Badly?
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.
4 Tips on Being Upfront About Fees with Clients
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.
The 5 Biggest Challenges Faced by Financial Advisors Today
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 […]
