Inheriting wealth should be a pathway to financial security and independence, yet for many women, it comes with unexpected challenges. Legal complexities, lack of financial literacy, hidden assets, and lack of access to digital assets can all stand in the way of...
Unclaimed assets—whether bank accounts, insurance payouts, retirement funds, stocks, or digital assets—often remain untouched for a variety of reasons. You might wonder, with so many people in need worldwide, why would these assets be left unclaimed? Here are...
Planning for retirement can seem overwhelming, but with the right approach, it becomes an empowering journey towards financial independence. Whether you're in your twenties or fifties, understanding how to invest for retirement is crucial. This article explores the...
The Shift in Asset Management Over Half a Century The last half-century has witnessed a deep transformation in personal asset management. The days of ledger books and stock certificates have given way to sophisticated digital platforms and a diverse array of...
What is KYC Policy? Know Your Customer (KYC) is a standard in the finance industry that ensures investment advisors, banks, and other financial institutions verify the identity, suitability, and risks involved with maintaining a business relationship with their...
Personal asset portfolios are crucial for anyone looking to secure their financial future. Whether you're planning for retirement, saving for a large purchase, or simply aiming to grow your wealth, understanding how to effectively manage your assets is key. This...
We know that investing might seem a bit intimidating, especially if you're not a financial pro. But guess what? We've got your back with some amazing tools to make your investment journey a whole lot smoother! From robo-advisors to digital legacy apps, these tools...
What are unclaimed assets? When a legal event occurs that mandates that assets are passed on to another person or entity, but that transfer of ownership does not take place, those assets are known as ‘unclaimed assets’. They are different from ‘abandoned assets,’...
Angel investments on the rise With the low and often even negative interest rates on bank deposits, and the modest returns on mutual funds, especially when we take into consideration inflation rates and fund and brokerage fees, it’s not surprising that many people are...
One of the main goals that many people set for themselves is to better handle their finances. This goal is becoming more and more difficult to achieve, as people usually have multiple assets in various systems and platforms – bank accounts, insurance policies, credit...
