Investment firm refers to a category of corporation or trust “engaged in the business of investing pooled capital into financial securities”. And the typical investment services may include portfolio management, recordkeeping, custodial, legal, accounting and tax management services. There are a few renowned names in the market like J.P.Morgan, Goldman Sachs, and Black Rock…
The financial advisory landscape may be quite different from even what it is a decade ago. Here is a guide to the new-era financial advisory. First of all, before you seek any professional advice or help from a financial advisory, you could already gain access to all financial and market news and reports 24/7…
Financial advisory is a delicate coalesce that covers several aspects in professional financial services. Nowadays, it plays a key role in the global financial industry. It not only provides clients with strategies and risk-based solutions to help them across all industries worldwide meet the challenges posed by unexpected events and stay ahead of the competition,…
Traditionally, the typical clientele of financial advisory services includes high-net-worth individual, family office, state funds, pension funds, etc. However, thanks to the fast development of modern society that accelerates the fortune accumulation of general public, as well as the popularity of the internet, the concept of wealth management has become a common term that could…
Thanks to the development of modern services industry, individuals can easily access to professional services to help manage our life and make it more convenient, such as fitness, diet, education, and most importantly, finance. The function of a financial advisor may be somehow similar to that of your fitness instructor. Like a fitness instructor…
A financial planner or a financial advisor is the kind of person you may want to turn to when it comes down to your financial matters. In other words, a financial planner or financial advisor both will help to manage your money and achieve your financial goal. The definition of financial planner or financial…
I’ve mentioned in my previous blogs a few times about what does a certified financial planner do for your financial planning. To sum up, a financial planner will help you to achieve your mid- or long-term financial goal through well-schemed and feasible strategies. Therefore, the essential roles of a certified financial planner become obvious. …
In a boarder sense, anyone who helps to organize your finances so that you can achieve your financial goal step by step could be called a financial planner. However, they may differ greatly in terms of efficiency and altruism. An efficient and altruistic financial planner will project things with his/her knowledge and expertise, while…
A financial advisor provides financial advice or guidance to customers for compensation, and the service ranges will include but not limited to investment management, tax planning, and estate planning. In order to get the best out of your financial advisor, here are some tips that may be helpful. First, before turning to a financial…
The competitive landscape in financial services industry is changing dramatically for a few decades. The financial services sector is facing challenges both directly from its own nature as well as those changes sequentially from other industrial fields. In other words, the financial services sector not only shall adjust its business mode or operations in the…