How to become an informed investor and make better investment decisions

[ad_1] Only 6% of South Africans can maintain their standard of living after retirement. This alarming statistic highlights the importance of informed investment decisions in ensuring a financially secure future. Investing can be a daunting task, especially for those who are new to the world of financial planning. With so many investment options available, it can… Continue reading How to become an informed investor and make better investment decisions

Including philanthropy in your financial planning

[ad_1] An advisor can help build a plan for your current and future financial priorities while incorporating giving into your portfolio W ith concerns over a looming recession and inflationary pressures making life more expensive, it hasn’t dampened the desires of Canadians to give to those who need it. For people who would like to… Continue reading Including philanthropy in your financial planning

MADISON STREET CAPITAL WINS M&A CORPORATE/STRATEGIC DEAL OF THE YEAR ($50MM

[ad_1] AUSTIN, Texas, Nov. 22, 2023 /PRNewswire/ — Madison Street Capital, an international investment banking firm, has been named the winner of the M&A Advisor Corporate/Strategic Deal of the Year ($50MM – $100MM category). Winners were announced at the 22nd Annual M&A Advisor Awards gala held Nov. 16 at the New York Athletic Club during the… Continue reading MADISON STREET CAPITAL WINS M&A CORPORATE/STRATEGIC DEAL OF THE YEAR ($50MM

Most Powerful Women In Banking Tips For Money And Career Success

[ad_1] smiles friendly and waves with hand. Successful investor or entrepreneur. Financial consulting, investment and savings. Modern vector illustration. getty Imagine a room buzzing with financial superstars, all willing to share their secrets to success. At the American Banker’s Most Powerful Women in Banking Conference and the vibrant Money 20/20 event in Las Vegas, I… Continue reading Most Powerful Women In Banking Tips For Money And Career Success

Unique Marketing Ideas for Financial Advisors

[ad_1] Being a financial advisor certainly has its challenges due to the unique nature of the industry. One aspect of this is the difficulty of differentiating your offerings and services from your competitors especially when it comes to attracting new clients.    This means that an effective marketing strategy is essential to long-term success. It… Continue reading Unique Marketing Ideas for Financial Advisors

AI poised to revolutionise Australia’s financial advisory industry; won’t replace humans

[ad_1] The financial advisory industry is facing a new challenge with the rise of artificial intelligence (AI) but experts believe AI will ultimately be a force for good, helping Australians grow their wealth. AI is already being used to create lifelike videos of advisor avatars based on written text, and its tools could usher in a… Continue reading AI poised to revolutionise Australia’s financial advisory industry; won’t replace humans

Kingslane Securities Reports on ‘the Growing Enticement of Fixed Income’

[ad_1] PERTH, AUSTRALIA, Nov. 21, 2023 (GLOBE NEWSWIRE) — In the wake of recent global economic developments, Kingslane Securities PTY Ltd, a leading financial advisory firm based in Perth specializing in fixed income products, has released a report on ‘the Growing Enticement of Fixed Income’. The company highlights the increasing allure of fixed income yields.… Continue reading Kingslane Securities Reports on ‘the Growing Enticement of Fixed Income’

I Have $500k in a Roth IRA and Will Get $2,000 Total Monthly From a Pension and Social Security. Can I Retire at 62?

[ad_1] Ultimately, whether you have enough to retire depends on your costs and your income. If you can live on a tight budget with the right circumstances, $2,000 a month from a pension and Social Security, combined with the right strategy with $500,000 in your Roth IRA may be enough to sustain you throughout your… Continue reading I Have $500k in a Roth IRA and Will Get $2,000 Total Monthly From a Pension and Social Security. Can I Retire at 62?

New Year 2024: 4 personal financial advisors advise important money mantras

[ad_1] In India, Diwali signifies the commencement of a new year for numerous individuals. For some, it marks the beginning of revisiting existing investments or exploring new opportunities for financial growth. This is evident in the prevalence of financial resolutions aimed at enhancing bank accounts and wallets, making money a commonly chosen topic for New… Continue reading New Year 2024: 4 personal financial advisors advise important money mantras