Category: Financial Wisdom

Heading: Strategies to Preserve Your Income for the Future Title: Strategies to Navigate the Retirement Crisis in South Africa In a country facing a retirement crisis, Lynette Uys, a Financial Coach and Retirement Benefit Counsellor at Momentum Corporate, is shedding light on the importance of benefits for employed South Africans. With only 6% of the…

Books Recommended by Wealth Management Advisors for Continuous Learning and Improvement The Importance of Reading Beyond Finance: Books Recommended by Wealth Advisors In the fast-paced world of wealth management, advisors are constantly seeking ways to improve their skills and knowledge. One of the key ways they do this is by reading, not just about investing…

Trustway Accounting Releases New Financial Management Guide for Personal and Professional Capital Trustway Accounting Releases Comprehensive Financial Management Guide to Help Readers Navigate Personal and Professional Finances Hoover, United States – June 19, 2024 — Trustway Accounting, a leading tax and accountancy firm, has unveiled a new financial management guide aimed at empowering individuals and…

Council of Australian Life Insurers CEO Calls for Insurers to Provide Simple Advice on Their Products The CEO of the Council of Australian Life Insurers (CALI), Christine Cupitt, has called for insurers to be allowed to provide simple advice on their own products in order to address the advice gap in Australia. Cupitt made this…

Navigating the World of Robo-Advisors: What You Need to Know The Rise of Robo-Advisors: A New Era of Investing In the past, investing in the stock market was a privilege reserved for those who could afford to hire a broker. However, with the advent of online trading apps and robo-advisors, investing has become more accessible…

Signs It’s Time to Fire Your Financial Advisor Title: Signs It’s Time to Fire Your Financial Advisor In the world of finance, having a good financial advisor is crucial for managing your investments and planning for the future. However, there are times when it becomes necessary to part ways with your current advisor and find…

Report: The Financial Advice Paradox – Identifying the Vital Skills Financial Advisers Need M&G Wealth and Aon have teamed up to release a groundbreaking new report that sheds light on the essential skills financial advisers need to effectively serve a wider range of clients. The report, titled ‘The Financial Advice Paradox’, emphasizes the increasing importance…

Understanding the FIRE Movement: Achieving Financial Independence and Early Retirement The FIRE movement, which stands for Financial Independence Retire Early, has been gaining popularity as more people seek financial freedom and the ability to retire earlier than traditional methods allow. The movement emphasizes extreme saving and investing to achieve financial independence and the flexibility to…

Financial Priorities for the Nation: New Research by St. James’s Place Highlights Top Concerns The launch of various political party manifestos this week has brought to light the biggest financial issues that the nation wants the incoming Government to address. According to new research by St. James’s Place (SJP), short-term issues are dominating the top…

Exploring Financial Advisors: A Guide to Finding the Right Fit for Your Needs In the post-pandemic economic landscape, managing investments has become a challenge for many Americans. The roller-coaster housing market and exorbitant inflation rates have left a lasting impact on financial outlooks. However, seeking investment advice is crucial, regardless of net worth, to navigate…