Category Archives: Financial Advisor

Cassio Audi: A ‘Soldier of Sunrise’

Investment manager Cassio Audi is also an entrepreneur and a financier. What a lot of people may not yet know is that the Brazilian has other more interesting highlights on his professional resume. When Cassio Audi was a bit younger, … Continue reading

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Speak to Your Clients About Social Security

A good financial counselor is part of all aspects of clients’ financial life, however many tend to concentrate on investing, saving and no more. It’s reasonable — these subjects are the absolute entirety of a sound financial lifestyle on Facebook. … Continue reading

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Is Your Financial Advisor a Robot (Yet)?

Is human interaction an important part of the process of seeking financial advisors? For some consumers it is, but for some it is not. For those who are willing to forego that human element, there are exciting, new non-human ways … Continue reading

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Cone Marshall Achieves Yet Another Milestone Ranking Among Leading Law Firms

Cone Marshall, a New Zealand-based law firm, has emerged among the best firms in tax and estate litigation. Incepted in 1999, the firm has gone through a series of changes that have been directed at making it better and reliable … Continue reading

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New Zealand Demonstrates Leadership in Tax Transparency

A recent press release makes New Zealand sound as if is a tax haven claiming that it has complex financial deals. However, based on the characteristics of a tax haven, New Zealand does not qualify as one. Firstly, it has … Continue reading

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Cone Marshall: New Zealand’s Tax and Trust Experts

Cone Marshall is a fairly small but important law office specializing in tax and trust law, located in New Zealand. While they are based there, they operate on a global scale, aiming to help clients get into the market in their … Continue reading

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Cone Marshall – The Leading Source of New Zealand Trust, Estate and Tax Law In New Zealand

Cone Marshall is a leading international New Zealand Trust, Estate and Tax Law Firm, which has been providing highly personalized services to both international and local clients, since 1999. Located at the Parnell House, in Auckland, the firm is recognized … Continue reading

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American Financial Advisors Praise the Phrase “I Can’t Afford It”

Many American financial advisors want to give the phrase “I can’t afford it” a total makeover. People in the financial community believe that a positive cultural and psychological change in how Americans relate to this phrase holds the key to … Continue reading

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The Essence of a Competent Financial Advisor

Financial advisor, Tim Maurer, holds the opinion that everybody should hire the services of a competent financial advisor. However, he fears that most people who retain such services rarely benefit from the relationship largely due to a poor personal relationship … Continue reading

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