During periods of market volatility, it’s common for financial advisors to receive calls from clients who are nervous about what a steep market decline might mean for their portfolio and long-term financial goals. In these moments, an advisor’s first instinct might be to take a logic-based approach – citing long-term market trends and encouraging the … Read more
It’s natural for advisors to begin discovery meetings by asking questions about a client’s current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor’s door in the first place is crucial for financial planning. However, starting with these questions can have unintended … Read more
Dr Meltem Ineli Ciger, Associate Professor, Suleyman Demirel University Photo credit: Odessa Opera and Ballet Theatre, by Konstantin Brizhnichenko, via Wikimedia Commons On 27 February 2025, the Court of Justice delivered its judgment in Case C‑753/23 (Krasiliva). This is the second ruling on the Council Directive 2001/55/EC of 20 July 2001 (Temporary … Read more
Indonesia has launched a new sovereign wealth fund with an initial US$20 billion commitment that could potentially boost its economy or falter if its management falls short of international standards. Daya Anagata Nusantara, or Danantara, launched last week by President Prabowo Subianto, will be an investment vehicle and a holding company for Indonesia’s powerful state-owned … Read more
Recently, there’s been a flurry of LinkedIn activity in response to an article by IT Brew reporter Brianna Monsanto about the value of an IT department name change. The general conclusion from the article, and ensuing discussion, is that while changing IT’s name can be a good move, it’s merely a branding element in what … Read more