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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5 Factors Impacting Interest Rates!

We often read, or hear, a lot of information (some accurate), about interest rates, and some of the potential factors, which might, impact them, and how, they affect other things! Although, it sometimes, doesn’t appear, so, these rates, generally, are created, and exist, because of some conditions, or combinations, either, actual, or, perhaps, concerns/ fears,… Continue reading 5 Factors Impacting Interest Rates!

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What Is the Easiest Accounting Software to Use for Small Businesses?

Introduction What is accounting software? To track the financial process, the business owners or individuals use the accounting software to record and report income and expenses. This is more effective and never drives grave mistakes with automation, especially for small businesses. Why do small businesses prefer accounting software? The majority of small business owners may… Continue reading What Is the Easiest Accounting Software to Use for Small Businesses?

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Top 10 Financial Experts in India

In an uncertain time, humans have an innate sense of looking up to someone who has experience. Especially in a sector as agile and unpredictable as finance, we are constantly looking for a mentor whose advice we can rely upon in making important decisions. With money involved, it is of utmost importance that we follow… Continue reading Top 10 Financial Experts in India

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