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News
India's wealth-management race is splitting into distinct segments
1+ week, 3+ hour ago (1627+ words) India's wealth-management industry is rapidly evolving as new boutique technology-led wealth management...To be sure, everyone is no longer chasing the same customer....fintech, wealth is the largest play,” said Shobhit Agarwal, founder of GreySky Capital, a portfolio management…...
Help child-free clients plan for their later years
6+ day, 2+ hour ago (578+ words) Child-free financial planning is about building a financial plan around the life that a client actually...Wellman does not necessarily think of child-free financial planning as different from “regular” financial...“For clients with children,” he said, “we often talk about…...
NSW Trustee and Guardian: estate management workload meeting follow-up
1+ week, 4+ day ago (1230+ words) The concerns addressed were specific to the Estate Management division....Workload and case allocation Management confirmed that customer numbers alone will not be used to determine...During the workload meeting, management spoke generally about plans to potentially organise Estate Management…...
Family Wealth Management: Helping investors build financial confidence for the future
2+ week, 4+ day ago (477+ words) (Sponsored) For Lisa Thorpe of Family Wealth Management, financial advising has always been about more...with clients across northern Utah, the Seattle area, California, Nevada and Arizona...."I love hearing my clients' stories," she said....Exterior view of the Family…...
Vendr.ng deepens digital estate management tools for Nigerian estates
6+ day, 20+ hour ago (601+ words) operators are turning to digital platforms to streamline rent collection, utility vending, meter management...Interview responses from customers of Vendr.ng, a Nigerian property technology company, reveal that the...simplify some of these processes, especially through tools designed to automate…...
The Legacy Business: Estate Management Ensures the Music Never Dies
5+ day, 23+ hour ago (399+ words) We've been reminded of that too often lately....What is really at the heart of estate management and the type of services you provide?...Is estate management important for someone at the beginning of their career?...And when the artist…...
s New Affluent: Why Wealth Management Is Moving Beyond The UHNI Playbook
1+ week, 5+ day ago (680+ words) increasingly important segment, yet many in this group have never had access to organised wealth management...This is where India’s wealth management industry faces a curious mismatch: the need for professional...While the need for organised wealth management among this…...
How Advisors Can Help Clients Beyond Making a Will
4+ week, 19+ hour ago (128+ words) Related:Set Up a Client Care Program to Regularly Review Estate Documents Financial advisors don’t need...to practice law to improve estate-planning outcomes....The goal isn’t merely to help clients make a will....The goal is to help clients build,…...
The Independent Administration Process in Texas Probate
1+ week, 5+ day ago (260+ words) Estate administration typically involves various tax filings and payments....Final individual income tax returns for the decedent, estate income tax returns during administration...The independent administration framework does not preclude court involvement when circumstances warrant...Attorneys practicing in Texas probate…...
Alvarez & Marsal Expands Middle East Real Estate Practice
1+ week, 6+ day ago (798+ words) intlbm YOU ARE AT: Home » Alvarez & Marsal...Expands Middle East Real Estate Practice Alvarez & Marsal (A&M), the global professional services firm...approach, recently announced the expansion of its Real Estate, Travel, Hospitality & Leisure (RTHL) practice...The Middle East team…...