Tags » Financial Adviser

Erwin Lasshofer: Changing the Operation of Market Investment

In two years time, his practice with the industry has proven enough to establish his own investing company and later on INNOVATIS has been created: while keeping the desire and passion for customer safisfaction along the way, it had eventually sustained the growth of the company. 248 more words

Austrian-born Lasshofer

Fees, its about the Money Money Money

Ms Jessie J may be a singer and not a regulator but she was correct singing, “It ain’t about the ch-ch-ching ch-ching, it ain’t about the bl-bling-bl-bling, it’s about the money money money. 1,351 more words

Financial Services

Mixed feelings about the Retail Distribution Review

The Retail Distribution Review (RDR) is designed to benefit customers, financial advisers and the greater financial services industry. It offers a new approach to market conduct regulation that is pre-emptive and proactive, avoiding the reactionary approach of past regulation. 585 more words

Finweek

The Role of a Financial Advisor

During my searches on multiple platforms I have come to the realisation that there are a spate of ‘self help’ tools, apps and articles at the moment. 407 more words

Financial Advice

Are you smarter than a financial adviser? Test yourself

Do we really need a financial adviser for financial planning?

This article may test your need! 9 more words

Weekly Digest

Elize Jacobs

I would like to give a testimonial on how my life has changed in just a short 3 year period. I met AJ just about 3 years ago and I was in financial turmoil just coming out of a retrenchment and deep in debt, with only my hopes of owning my own home and being debt free. 101 more words

Financial Adviser

The Summer Budget 2015, 3 Do’s and 3 Do Not’s

Everyone is busy at it again, the race for press. Here’s an alternative summary of things this budget may persuade you to do or not to do. 438 more words

Financial Adviser