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What Is The Difference Between Investment Management And Wealth Management?

Investment management and wealth management - it is easy to be confused by these terms, especially since they are often misrepresented. What do they really mean, what are the key differences, and which might be best for you? What is wealth management? Wealth management looks at an individual's finances as a whole and how they can be managed to achieve their long-term financial and personal goals. In addition to handling clients'... ❯❯❯

Financial Skills - Opening a Bank Account

I was surprised when I asked parents to tell me the life skills they wish their kids knew, and there was a resounding request for kids to learn how to open a bank account. Similarly, there was a huge call out for: How to budget & balance accounts How to write checks and pay bills And how to start saving for retirement It seems some of the things we take for granted are, as a result, missing from what we teach kids. This... ❯❯❯

Financial Skills - Writing Checks & Paying Bills

I was surprised when I asked parents to tell me the life skills they wish their kids knew, and there was a resounding request for a few topics: How to open a bank account How to budget & balance accounts How to write checks and pay bills And how to start saving for retirement It seems some of the things we take for granted are, as a result, missing from what we teach kids. In the last article, we focused on budgeting... ❯❯❯

E-Invoicing in 7 Steps

Step One: Know your 'as-is' process: I knew all too well in my days of selling e-invoicing, that if a prospect didn't know their 'as-is' process, they were a good 12 to 24 months from implementing e-invoicing. So don't skip Step One. If you don't know your process, you probably don't know key metrics like your First Time Match Rate. This means you won't know the degree to which e-invoicing might help you (and you may have problems... ❯❯❯

A Simple Guide to Non-Convertible Debentures

A bank fixed deposit is a safe and lucrative investment idea because it provides a fixed and assured return on investment. However, the rate of interest offered by banks is low and hence not the best investment option. Hence, low-risk investors with the need for assured return but at a higher rate can opt for the investment product called debenture. A Debenture is a type of debt instrument that is not secured by physical assets or... ❯❯❯