Tag: financial goals

High-Net-Worth Individuals Asset Allocation Breakdown

Today, the term millionaire has been replaced by a new term – high-net-worth individuals (HWNIs). An HNWI is a person who has a minimum of...

Saving vs. Investing: Which is Better for Wealth Creation?

Saving and investing are two sides of the same coin. If you wish to safeguard your financial future, it is recommended that you save and...

What is Fiduciary Duty and How Does It Impact Financial Advisors?

Fiduciary duty refers to the responsibility of professionals such as financial advisors to prioritize the best interest of their clients in their work. Laws in...

How Effective is The ‘100 Minus Age’ Rule for Asset Allocation?

Financial planning revolves around figuring out the appropriate mix for asset allocation. Various factors affect the amount of weightage given to different asset classes like...

What Clients Want Most from a Financial Advisor

Each client has a different expectation from their financial advisor based on their financial goals and investment horizon. Many clients lack clarity in terms of...

Who is a Certified Financial Fiduciary (CFF) & What Can They Do?

There are a range of professionals in the world of finance. From advisors to tax professionals, from brokers to planners- some specialists can take care...

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