Tag: estate planning

Essential Questions You Should Ask Your Wealth Manager

Each individual has unique financial requirements and different attitudes toward money. This warrants a different approach to wealth management, which is also why different financial...

Legacy Planning vs Estate Planning: What is the Difference?

Most high-net-worth-individuals work towards preserving the wealth of their ancestors and growing their corpus through various investment strategies. They do so to meet their own...

What Is The Difference Between Portfolio Management And Wealth Management?

The terms portfolio management and wealth management are often used interchangeably by investors, but the two are different with respect to their goals and services....

10 Key Concerns to Keep in Mind While Hiring a Retirement Advisor

When we consider streamlining our finances and saving money, we tend to often think about only the short term. We generally save up for short-term...

What is the Difference Between Portfolio Management and Financial Planning?

Managing your finances is crucial for everyone, be it an individual or a firm, as it paves the way for financial freedom through the attainment...

Who are Wealth Managers and What Makes them Different?

While wealth managers are categorized under the umbrella term of financial advisors, the scope of a wealth manager’s role goes beyond giving investment advice. A...

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