Financial planning
US visa services firm hires senior director for India
She will shift the firm’s focus to include advising high net worth families
Financial planning | 5 May 21
Investors told to rethink portfolio weightings
Advisers say investors with a long-term outlook should look to bonds
Advisers target more affluent investors with PMS offers
They say portfolio management schemes are ideal for those seeking long-term wealth creation and better returns
Financial planning | 21 Apr 21
Time of reckoning for investment advisers
Firms are finding it difficult to attract and retain clients
Financial planning | 7 Apr 21
Advisers circumspect about recommending cryptocurrencies
Handsome returns generate big demand, but advisers ring bell of caution