With the second lockdown coinciding with Black Friday, shoppers will be vying to take advantage of bargains online this year more than ever before. The sheer volume of discounts and deals can be overwhelming, so experts at Hitachi Personal Finance have provided top tips on how shoppers can navigate the chaos and secure the best deals.
In order to resist the commoditisation of wealth management and counteract fee compression, many advisers are turning to providing holistic financial advice. Here, wealth managers are devising strategies to not only build wealth, but also to manage expenses, protect a client’s family, lifestyle and assets, plan income for now and in retirement, and determine how to pass wealth onto the next generation – all in a tax-effective manner.
It has been a turbulent year for the economy as a result of Covid-19, so it is no surprise that interest in gold has risen sharply within the investment world. The financial shock caused by the pandemic has left currencies and markets across the globe in vulnerable and unpredictable positions. With that in mind, more investors are turning to gold as an alternative way of strengthening their investment portfolio.
Wealth managers are only able to best serve their clients when they truly know them. But it can be hard to ensure they have all the right information, or the right resources in place to gather the data they need.