In today’s modern financial world, a fast approach to investing can be quite tricky especially for neophytes. The concept of stocks bonds and mutual funds may come off as daunting to many people. All that has changed with the introduction of robo-advisors, which provide an easy and low-cost […]

The analysis of investments is the saving grace of the modern financial market, where it allows the investor, fund managers, and institutions to seek investment, measure the level of associated risk, and estimate returns. Unfortunately, as the investment environment grows more intricate with newer financial instruments, broader mobile […]

High net worth financial planning is different from just financial planning because it involves specific details and issues. HNWIs advisors must provide holistic solutions as more wealth means more needs in the areas of management of assets, tax, risk, legacy plans among others. For individuals or households whose […]

Cryptocurrency has been one of the most prominent subjects in the financial markets, and that is for good reasons. There has been a dramatic change and growth from Bitcoin ‘early birds’ to the prospectors of today. This currency took centre stage as a digital asset class, one was […]

In simple terms, investment portfolio management can be defined as a process concerned with identifying and mobilizing financial resources, which may take the format of equities, bonds, and other instruments, to accomplish an intention. Many individuals and institutions or funds grapple with investing focusing on maximizing returns with […]

Sticky

Great players in the investment arm are always seeking to strike the right balance for long-term gains in an investment strategy that could be both thrilling and daunting. Among the best ways of ensuring the preservation of any investment in the face of enhancing returns, portfolio diversification must […]

As the saying goes, “time is money,” lead management has become increasingly important in today’s corporate ecosystem. One important aid that has made this easier is the CRM business card scanner. With the use of business card scanners, contact details of potential users on physical cards are filled […]

In this competitive environment, customer relationships have become an important aspect for any business. Regardless of whether they are start-ups or large organizations, a deep engagement or relationship with their clients has to be fostered in order to enhance loyalty and growth over time. This is where a […]