Tags » Financial Adviser

How Per Furmark Works Behind Closed Doors.

Ok..so this is how Criminal, Manipulator, Elder Abuser Per Furmark works. First of all, when my father was alive, Per was so disgruntled, troubled, that he actually sent a Fax to my Dad “divorcing” himself from the ‘family’. 1,032 more words

4% Rule: Made to Be Broken?

A common concern among investors is running out of money in retirement. Combating this concern, the “4% rule” is widely presented as a simple way to help your money last. 633 more words

Cincinnati

Panacea Adviser survey: 89% of advisers say Robo-Advice is a threat to the industry

Almost nine out of ten financial advisers warn that automated services pose a threat to traditional face-to-face financial advice, research by Panacea Adviser has revealed. 564 more words

Financial Services

Getting your Human Resources in order

A free guide to HR by Panacea Adviser

These are significant times for the advisory profession as regulation continues to drive financial services to the brink. 183 more words

Financial Services

Brexit, What next for MiFID?

The Markets in Financial Instruments Directive (MIFID) was an EU regulation initiative that aimed for harmonisation of financial services regulation in Europe’s 31 member states. 237 more words

Financial Services

An adviser’s perspective

I’ve been a financial adviser for about 17 years, and have met with quite literally hundreds of clients. I’ve always found it fascinating to learn how people think and act in respect of their wealth. 332 more words

Finance

9 PERSONAL FINANCE MYTHS (AS REPORTED BY TRENT HAMM ON WWW.THESIMPLEDOLLAR.COM)

There are a lot of personal finance experts out there trying to get your attention with bold predictions and feel-good advice. Not all of them have your best interest in mind, however. 76 more words

Financial Decisions