Women Will Soon Control More Money Than Ever. Is Wall Street Ready?
It’s a woman’s world. Or at least it will be once trillions of dollars change hands over the…
More clients, less profit, how managers are dealing with it
Competition has intensified in the wealth management space with the surge of affluent people in the country—India has…
Unwelcome GIFT: Parking wealth abroad just got tougher for Indian family offices
Mumbai: Wealthy Indian families planning to move money out of the country by floating investment funds in the…
Women could fall behind in the $124 trillion Great Wealth Transfer because of the ‘confidence gap’ in financial planning, experts say
America is anticipating the greatest personal finance shift in history: During the next 23 years, an inconceivable $124…
Britain’s farmers face grim new inheritance tax reality
Campaigners have begun rallying under slogans such as ‘Back British Farming – Scrap the Family Farm Tax,’ protesting…
‘Liberation Day’ in Retrospect: 6 Things That Surprised Investors
DISCLOSURES The information presented is not intended to be making value judgments on the preferred outcome of any…
Affluense AI raises Rs 3 crore pre-seed round led by Zeropearl VC
Affluense AI, an intelligence platform, has raised Rs 3 crore in its pre-seed funding round led by Zeropearl…
Money lessons for middle class from the rich: CA explains wealth preservation strategies to avoid financial loss
Across societies, the gap between how the middle class and the wealthy handle money is often striking. For…
ICAI issues Handbook on Wealth Management and Personal Financial Planning Skills
The Institute of Chartered Accountants of India (ICAI) has released a comprehensive handbook titled “Wealth Management and Personal…
No family wealth? CA shares how to build generational wealth with just a few boring habits
Building wealth isn’t about flashy cars, big houses, or showing off success on Instagram. It’s often about small,…