I’m a Fresh Graduate in Malaysia. How Should I Manage My Salary Wisely?
So, you graduated and landed yourself your first real job. | KCLau.com
Take 2 minutes to contribute to the first trans-Tasman benchmark on AI adoption in banking and wealth management, led by Backbase.| Australian FinTech
So, you graduated and landed yourself your first real job. | KCLau.com
A couple's disastrous experience with reclaimed wood flooring led to safety hazards and a lesson in the critical importance of detailed contracts.| Latest from Kiplinger
Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.| Latest from Kiplinger
It's hard to hold your nerve during a downturn, but next time the markets take a tumble, remember this quick rock 'n' roll tutorial and aim to stay invested.| Kiplinger
MFO executives who don’t build relationships with the next generation could be displaced later The post An advisor’s bad dream: Inheritances are doled out, and next-gen clients say goodbye appeared first on Canadian Family Offices.| Canadian Family Offices
More women are controlling more wealth, but we don’t know much about who is giving or why The post Philanthropic habits of Canadian women to be the topic of new research at Carleton appeared first on Canadian Family Offices.| Canadian Family Offices
PwC Canada's Fred Cassano shares his insights The post Are family offices dialing up or down when it comes to real estate? appeared first on Canadian Family Offices.| Canadian Family Offices
When wealth management firms own their own fund companies, complexities—and conflicts of interest—can arise The post It’s time for private market investors to start asking some tough questions appeared first on Canadian Family Offices.| Canadian Family Offices
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.| Latest from Kiplinger
Tax-loss harvesting can offer more advantages for investors than tax relief. Over the long term, it can potentially help you maintain a robust portfolio and build wealth.| Latest from Kiplinger
You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime.| Latest from Kiplinger
A sizable nest egg is a good start, but your plan should include two to five years of basic expenses in conservative, liquid accounts as a buffer against market volatility, inflation and taxes.| Kiplinger
New IRS guidance just reshaped the opportunity zone landscape for 2027. Here's what high-net-worth investors need to know about the enhanced rural benefits that took effect immediately — and the mapping tool that reveals where the next wave of opportunity zones will likely emerge.| Kiplinger
The new tax law has changed the energy investing landscape with expanded incentives and permanent tax benefits for oil and gas production. Now is a crucial time for investors to understand these changes.| Kiplinger
Yes, you absolutely can open an offshore bank account online. In today's digital world, you can often complete the entire The post How to Open an Offshore Bank Account Online: A Founder’s Guide appeared first on Lion Business Consultancy Limited.| Lion Business Consultancy Limited
Family offices are shifting their global investment priorities and goals in the face of uncertainty, volatile markets and the influence of younger generations.| Latest from Kiplinger
For financial advisors to serve their target-market clients and grow, they need to run efficient practices and bring in new assets. That is increasingly challenging in today’s wealth management environment, as the largest wealth firms and the most sophisticated RIAs face the headwinds of rising client expectations, fee pressure, increased competition, and scarcity of staff.| FactSet Insight
In nearly every conversation I have about growing old, the same three concerns surface. No one wants to be really old and sick. No one wants to be really old and lonely. And no one wants to be really old and broke. The first two fears often take center stage. We talk endlessly about the […] The post Longevity Meets Legacy: Making Your Money Go the Distance appeared first on AGEIST.| AGEIST
Editor’s note: This is a collection of economic expert commentary on the U.S. and local economies. It is updated on a regular basis. Brian Jacobsen, chief economist, Annex Wealth Management, 10/17/25: Growth: 50 shades of Beige The Fed’s Beige Book certainly didn’t paint a rosy picture for the U.S., but it also wasn’t bleak. Three […]| BizTimes – Milwaukee Business News
The 2025 cruise ship season in Milwaukee ended with the city welcoming 11,096 passengers on 22 port calls from six vessels stopping at Port Milwaukee this year. That’s a lower level of cruise ship activity at the port than a year ago. The number of cruise passengers coming to Milwaukee this year was down 18.2% […]| BizTimes – Milwaukee Business News
The Blind Horse Restaurant & Winery recently expanded into Cedarburg following a project that transformed a historic downtown building into an| BizTimes - Milwaukee Business News
National menswear retailer State & Liberty Clothing is planning to open a store location in Milwaukee's Historic Third Ward this winter. The Ann| BizTimes - Milwaukee Business News
Independent trust companies are in short supply compared to the thousands of RIAs, yet demand for their capabilities is rising. For wealth managers, acquiring trust services enhances client retention, attracts larger and more complex relationships, and secures multigenerational ties. This supply–demand imbalance suggests trust companies may carry a real “scarcity value” in today’s market.| Mercer Capital
Credit unions differentiate themselves from traditional banks by operating as member-owned financial cooperatives focused on community support and service rather than shareholder profit.| Kiplinger
Some new Delaware statutory trust offerings are forcing investors into 721 UPREIT conversions at the end of the hold period, raising concerns about loss of control, limited liquidity, opaque valuations and unexpected tax liabilities.| Kiplinger
Two business professors share their insights about the impact of digital communication on the social skills of some in Gen Z and the importance of good manners on the job.| Kiplinger
The American workforce is in transition, and if you're among those affected, take heart. You have the skills, experience and smarts that companies need.| Kiplinger
Investing in stressed and distressed credit is a significant asset class in the U.S., but still a largely unknown to family offices in Canada. PenderFund Capital Management, a pioneer of looking into inefficient parts of the market, is changing that with its Pender Credit Opportunities fund.| Canadian Family Offices
The new AI-powered tools give advisors sharper insights and streamlines how they work.| Markets Media
Building wealth is hard, but keeping it across generations requires an entirely different skillset, writes advisor Elke Rubach| Canadian Family Offices
Beyond the headlines: The new tax law's true impact for job seekers and investors lies in how it will transform industries and create opportunities in areas such as regional accounting, AI and outsourced business services.| Kiplinger
Even if your financial plan is on autopilot, now is the perfect time to make sure it's still aligned with your goals, especially if retirement is on the horizon.| Kiplinger
Discover why Cyprus is emerging as Europe’s top destination for global wealth structuring, with favorable tax regimes and a robust legal framework supporting HNWIs and family offices.| Bolder
Wealth creation is a long term process that requires money management. Here are 7 Simple Principles for Building Wealth over the long term.| BFC Capital- Blogs : All Financial Solutions for Growing Your Wealth
Economic uncertainty, global events and increasing wealth are shaping the charitable landscape this year. Here are the philanthropic trends and some tips that could help affluent donors optimize their impact.| Kiplinger
For successful long-term investing in a politically charged environment, investors should focus on economic data, have a diversified portfolio and resist reacting to daily headlines.| Kiplinger
The wealth management industry is on “a collision course” with a talent crisis as many advisers are quickly approaching retirement| ABA Banking Journal
Discover 8 common retirement planning mistakes to avoid—from neglecting tax-advantaged savings to underestimating healthcare costs—so you can retire with confidence and clarity.| OneDigital
Market shifts, evolving tax law, and life changes can cause portfolio drift. Learn how high-net-worth investors can stay on track with strategic reviews and rebalancing.| OneDigital
Getting divorced later in life can be a big financial blow, especially for women. But, as this financial adviser points out, it can also serve as a positive turning point for growth and independence.| Kiplinger
Note to financial advisors: It’s time to embrace the norm effect and rethink how we influence investment decisions.| CFA Institute Enterprising Investor
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The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history by defaulting on our government debt?| My Feed Title
Whether it builds gradually or happens overnight – there may come a moment when you realize that you need to care for the people that cared for you. | My Feed Title
Estate planning focuses on three goals: protecting yourself and your family, passing on assets, and keeping as much of an estate away from the taxman as possible. There are essential documents, such as a medical power of attorney and a will; there are structures, such as trusts, and procedures to go through. | My Feed Title
"It is easier to find man who will volunteer to die, than to find those who are willing to endure pain with patience.” Julius Caesar| My Feed Title
Many of us hold onto the belief that more money would make us happy. Research shows that there is a correlation between money and happiness. However this is only true up to a certain level of income. Poverty, with all of its profound stressors, is clearly a cause for unhappiness. However, when a household income rises above $75,000 per year, there is no real connection between money and happiness. Now $75,000 per year is nothing to sneeze at, especially in this economy. Still it’s hard for...| My Feed Title
My six year old son asks me a lot of questions about money. How much do we have? How much does that cost? Why can’t we buy this? It would seem he is a little obsessed. Maybe some of that comes with being a son of a Financial Advisor, but I think it is just a part of growing up and inserting values on what we see around us. Like it or not, money is integrated into a lot of our day-to-day decisions and even our relationships.| My Feed Title
Intro| My Feed Title
“I pretty much try to stay in a constant state of confusion just because of the expression it leaves on my face.” Johnny Depp| My Feed Title
“Nature abhors a hero. For one thing, he violates the law of conservation of energy. For another, how can it be the survival of the fittest when the fittest keeps putting himself in situations where he is most likely to be creamed?” – Solomon Short (David Gerrold’s alter ego, a Star Trek writer)| My Feed Title
“The sun is gone, but I have a light.” – Kurt Cobain| My Feed Title
“Life can only be understood backwards; but it must be lived forwards.” – Soren Kierkegaard, 1813-1855, Philosopher| My Feed Title
“Whatever has the nature of arising, has the nature of ceasing.” – The Buddha| My Feed Title
Whatever has the nature of arising, has the nature of ceasing.” – The Buddha| My Feed Title
“Thinking is difficult. That’s why most people judge.” – Carl Jung| My Feed Title
“I finally know what distinguishes man from the other beasts: financial worries.” – Jules Renard, French Author (1864-1910).| My Feed Title
“Chaos isn’t a pit. Chaos is a ladder. Many who try to climb it fail and never get to try again. The fall breaks them. And some are given a chance to climb, they cling to the realm or the gods or love. Only the ladder is real. The climb is all there is.” – Littlefinger, Game of Thrones| My Feed Title
“Stability leads to instability. The more stable things become and the longer things are stable, the more unstable they will be when the crisis hits.” Hyman Minsky| My Feed Title
“If you can’t explain it simply, you don’t understand it well enough.” Albert Einstein| My Feed Title
“Life is pleasant. Death is peaceful. It is the transition that is troublesome.” Isaac Asimov| My Feed Title
“It is better to be vaguely right than precisely wrong.” – Wildon Carr, 1942| My Feed Title
“Reality is that financial markets are self-destabilizing; occasionally they tend toward disequilibrium, not equilibrium.” George Soros.| My Feed Title
“Teach your tongue to say I do not know, and you shall progress.” – Maimonides (1135-1204 Spain)| My Feed Title
“It’s quite exciting” said Sherlock Holmes with a yawn. – Sir Arthur Conan Doyle, A Study in Scarlet| My Feed Title
“One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.” – William Feather, Author of: Business of Life (1889-1981).| My Feed Title
Learn about how much different amounts of life insurance coverage in Canada will cost you and what factors affect the cost of life insurance.| Protect Your Wealth
Our latest 2025 Asset & Wealth Management Outlook is out, and the findings are clear: only 1 in 3 firms consider themselves strong innovators. In an era of AI-powered investment strategies, rising demand for private market assets, and evolving regulations, firms that embrace tech-driven transformation will lead the way. In…| Asset & Wealth Management - Alpha FMC
Spear's experts explore key tools for reducing both their current and future tax bill for UHNWs looking to preserve their wealth.| Spear's
Inheritance Tax receipts hit a record £7.6 billion in the first 11 months of 2024/25, exceeding last year’s total with one month still to go.| Spear's
The 2025 Henley Opportunity Index highlights how investment-based residence and citizenship programmes enhance career prospects.| Spear's
A new report from AlTi Tiedemann Global identifies four key areas where private capital can help to advance social progress.| Spear's
Protecting your family should match your financial plan. Find out what family life insurance is and if family life insurance is right for you| Protect Your Wealth
Near record-breaking sums was being paid for the finest bloodstock by those prepared to bet big and hoping for a return on their investment.| Spear's
Stay ahead of the game with these four financial tips. Learn how to navigate policy shifts and market trends for successful investing.| AMG National Trust
Gain insight into the economy with AMG's guide. Get the latest news on the economy and discover how it works with Notes on the Economy.| AMG National Trust
CEO Tat Lee says innovation, not deposit size, will determine whether a virtual bank can succeed.| Digital Finance
