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. …
Author: admin
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…
Financial services sector is one of the most important and influential sectors that playsakeyroleinthe economy. For organizations that deal with more complicated and comprehensive businesses, financial services canhelp smooth the running of an organization in any form. However, financial crime scandals happened on global financial markets in recent years. One of the important causes…
Financial planning, as one of the important components of professional financial services, helps to understand one’s current financial status and create a proper long-term monetary goal with strategies to achieve such goals like increasing the capital, generating interests, etc. Sometimes a financial planner may even be able to manage one’s assets in order to achieve…
What qualities define a capable financial advisors? Generallyspeaking,an excellent and capable financial advisor should be able to represent the interests of his/her client apart from being well-educatedand credentialed withsolidexperience. First and foremost, a capable financial advisor must have relative license to provide the advices and guidance to the clients. The license may vary from…
Financial services providersoffer a diverse range of services pertaining to money management, including financial adviser service, broking service, changing foreign currency, trading financial products, etc. Apart from large conglomerates, this sector also comprises smaller boutique firms, all of which are professional, knowledgeable and widely connected. Like any service sector, the commitment of a financial…
How to deal with complex business problems? The key is that we need to firstly define and analyse the problem before jumping to any solutions. A complex business problem usually requires the expertise of several fields and sectors. In order to fully understand a complex problem, cooperation within teams of various expertise is most…
Financial services sector is one of the most important and influential sectors that make up our economy. According to the definition of International Monetary Fund (IMF) in a broad sense, financial services are the processes by which consumers or businesses acquire financial goods. In other words, financial services are an indispensable part of daily activities…