Zephyrnet Logo

Tag: estate planning

Financial Professionals Can Find Great Opportunities in Big Data Startups

We have talked a lot about some of the ways that big data is changing the financial sector. But what role do financial professionals...

Top News

Wealth Management in the UK – Part III

In my series so far, I have explored the digital hybrid advice and the underlying data requirements that are driving strategies for Wealth Managers...

Introducing Octowill’s Exclusive Client Experience, and Reveiling a New Era in Wealth Management

KUALA LUMPUR, Nov 29, 2023 - (ACN Newswire) - Octowill Trustees Berhad ("Octowill" or the “Group”), a vanguard in the field of trust and...

What is a Robo-Advisor? Everything to Know Before Using One

What is a robo-advisor? A robo-advisor is a virtual financial advisor powered by artificial intelligence (AI) that employs an algorithm to deliver an...

Legacy Trustee Ltd Partners with Prominent Financial and Educational Collaborators in Labuan International Business and Financial Centre on Wealth Management Portfolio

SINGAPORE, Nov 15, 2023 - (ACN Newswire) - Legacy Trustee Ltd ("Legacy Trustee" or the "Company"), an established Asian private trustee with a Digital...

The role of the buyer’s agent isn’t ending. It’s evolving

Former arbitrage trader, current team leader and new Inman contributor Jen Berbas speaks to the vital due diligence role real estate professionals play for...

The Ultimate Guide to Home Appraisals for Buyers and Sellers

The Ultimate Guide to Home Appraisals for Buyers and Sellers Home appraisals are a critical component of the real estate industry. Whether you’re buying, selling,...

FinovateFall 2023: AI, the Fintechification of Everything, and Why Boring is the New Black – Finovate

How will AI help drive fintech innovation? How can digital transformation power greater financial inclusion? Where is the smart money investing in fintech?...

FinovateFall 2023 Best of Show Winners Announced! – Finovate

They are cheering in Times Square tonight as the winners of Best of Show at FinovateFall 2023 are crowned. After two days of...

What is a Right of First Refusal in Real Estate?

What is a Right of First Refusal in Real Estate? The right of first refusal (ROFR) is a clause in a contract that gives a...

My husband and I have $6 million in retirement and zero debt. What do you recommend for the couple who has everything?

Dear Quentin, We are 64 and 66, married 40-plus years and live in Maryland. We are healthy, blessed, and have no debt. We worked...

How to Develop a Content Strategy in 2023

Key Points Content strategy is the higher-level planning process for how you’ll craft, distribute, and promote content. It may also include how you’ll engage your...

Cryptocurrency Investments and Estate Planning

Executive Summary “If you fail to plan, you are planning for failure” is a popular quote attributed to Benjamin Franklin. While this early American leader...

Latest Intelligence

spot_img
spot_img

Chat with us

Hi there! How can I help you?