Private Wealth Management

371 Posts

Secret Taxes for Financial Untouchables

Well over half of unbanked Americans cite not having enough money as the reason they have not opened a bank account. Substantial fees are one of the culprits. If you think wealth creation is good and want it to happen, freeing the unbanked where you find them is an obvious step, says Will Ortel. Read more

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Behavioral Insights on Financial Advice

Behavioral Insights on Financial Advice

Successful client-adviser relationships are built on trust. Behavioral finance offers some insights on how to achieve that trust, Shreenivas Kunte, CFA, observes. It starts with knowing the client — not just their financial means and aspirations, but how they think — and integrating that knowledge into the relationship and the investment plan in an open and forthright manner. Read more

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