The pair is looking to the future of financial services, investing $ 10 million in 2015 (with the option to put in $ 20 million) into
online financial advisory startup Wealthsimple.
Not exact matches
Online wealth management services offer a lower - cost, automated approach to personal investing that's challenging and transforming the existing
financial advisory paradigm.
SINGAPORE (Reuters)-
Financial technology firm Mesitis Pte Ltd plans to launch a robo -
advisory business for high net worth individuals in the next two months, its CEO said, capitalizing on a growing trend by the rich to seek
online investment advice at a lower cost.
, a digital
advisory service that offers free
financial management tools and the ability for clients to work
online with a
financial planner.
Wes is also a partner at Wela, a digital
advisory service that offers free
financial management tools and the ability for clients to work
online with a
financial planner.
In addition to being a core member of Splash's
advisory board, Mark serves as a Senior Advisor, Capital Markets to RapidAdvance which is a leading
online financial services company that offers flexible funding solutions to small and medium - sized businesses.
Financial thought leader Burton Malkiel has teamed up with
online investment
advisory pioneer Mitch Tuchman to offer retirement portfolios of low - cost index funds that automatically rebalance.
Wes is also a partner at Wela, a digital
advisory service that offers free
financial management tools and the ability for clients to work
online with a
financial planner.
About Site - Personal Finance Plan is an
online personal finance
advisory firm that aims to provide quality
financial advice to its customers and help them make prudent
financial decisions in life.
About Blog Personal Finance Plan is an
online personal finance
advisory firm that aims to provide quality
financial advice to its customers and help them make prudent
financial decisions in life.
Kiran's experience includes advising a FTSE 100 energy company on its global HR and payroll outsourcing, advising a FTSE 100
financial institution on a framework agreement for procuring IT services from a single supplier (including applications development and support and maintenance services), advising a central government department on the procurement of
financial advisory services, advising a multinational infrastructure group on the procurement of its treasury management system using a cloud hosting solution, advising an international supplier of insulation, roofing and construction products on its procurement of an ERP system and advising an international packaging business on its terms and conditions for
online selling to consumers.
About Blog Personal Finance Plan is an
online personal finance
advisory firm that aims to provide quality
financial advice to its customers and help them make prudent
financial decisions in life.
Mumbai About Blog PersonalFinancePlan is an
online personal finance
advisory firm founded by an IIM Lucknow alumnus and aims to provide quality
financial advice to our customers and help them make prudent
financial decisions in life.
Providing long and short term consulting and
advisory services for e-commerce and
online advertising,
financial services, manufacturing, retail, and e-media clients.
About Blog Personal Finance Plan is an
online personal finance
advisory firm that aims to provide quality
financial advice to its customers and help them make prudent
financial decisions in life.