Author: elghoulam

Meezan Bank acts as joint financial advisor for historic Ijarah Sukuk issuance for GoP

[ad_1] KARACHI-Meezan Bank, a pioneer in Islamic banking, acted as lead Joint Financial Advisor in the groundbreaking listed Ijarah Sukuk issuance for the Government of Pakistan(GoP). This is the first listed GoP Ijarah Sukuk issued through Pakistan Stock Exchange (PSX), allowing retail investors access to Shariah-compliant government securities in denomination of PKR5000. Other joint financial… Continue reading Meezan Bank acts as joint financial advisor for historic Ijarah Sukuk issuance for GoP

Liberty Hill-based Oak Crest Advisors expands offices to 23 locations | State

[ad_1] Oak Crest Advisors, a national growing investment organization based in Liberty Hill, is thrilled to announce its substantial growth, now extending its financial expertise to 23 locations in six different states including Texas, Florida, Colorado, Arkansas, Montana & Kentucky. Oak Crest Advisors operates in collaboration with Raymond James, a renowned broker-dealer in the financial… Continue reading Liberty Hill-based Oak Crest Advisors expands offices to 23 locations | State

Fidelity Backs Financial Planning Center as Founding Sponsor

[ad_1] By John Manganaro December 13, 2023 at 03:19 PM Leadership of the investment giant says the firm is committed to supporting diversity and inclusion initiatives. The Certified Financial Planner Board of Standards announced Wednesday that Fidelity Investments is the newest founding sponsor of the CFP Board Center for Financial Planning, with Fidelity pledging to… Continue reading Fidelity Backs Financial Planning Center as Founding Sponsor

Robo-Advisors vs. Traditional Financial Advisors: Which is right for you?

[ad_1] In the continually changing realm of financial services, investors encounter a pivotal choice: should they choose the automated methodology of robo-advisors or the individualized counsel of traditional financial advisors? This article seeks to offer perspectives on the advantages and drawbacks of both alternatives, assisting individuals in making well-informed decisions aligned with their distinct financial… Continue reading Robo-Advisors vs. Traditional Financial Advisors: Which is right for you?

Future Of Financial Advice – More Co-Pilot Than Autopilot

[ad_1] The authors of this article argue that they expect generative AI will take root across the wealth advisor value chain. How will AI affect advice to wealthy people? This has to be one of the most dominant debates right now, given that artificial intelligence – however one defines that term – has grabbed… Continue reading Future Of Financial Advice – More Co-Pilot Than Autopilot

5 tips a financial planner recommends using now to save money on taxes in 2024

[ad_1] Here are five tax moves you should make before the year draws to a close. 1. Maximize your retirement contributions One of the most effective ways to save on taxes is by maximizing contributions to tax-advantaged retirement accounts like 401(k)s and IRAs. By contributing more, you can reduce your taxable income (and grow your… Continue reading 5 tips a financial planner recommends using now to save money on taxes in 2024