7 Signs of a Decaying Financial Portfolio Management System

One of the biggest threats that most Portfolio Managers face is the prevalence of legacy systems. Over the past three decades, investment advisors have been empowered by the advent of technology from simple spreadsheets to complex home-grown systems. From that time to the present, the industry has seen exponential growth and with it, enormous complexity.… Continue reading 7 Signs of a Decaying Financial Portfolio Management System

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5 Things to Consider While Selecting a Financial Planner

Unlike someone calling himself a CPA or a physician, just about anyone can call himself a “financial planner” or a “financial advisor” regardless of their educational background and professional experience. Moreover, not all of them are unbiased in their advice and not all of them always act in their clients’ best interests. To ensure your… Continue reading 5 Things to Consider While Selecting a Financial Planner

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Dealing With Funding Rejection

Whether your business venture is just getting off the ground, you are currently facing financial difficulty or require additional support to expand your enterprise; a business loan offers the ideal solution. While seeking additional funding is nothing out of the ordinary, sometimes loan approval is not easy. According to The Bank of England, in late… Continue reading Dealing With Funding Rejection