Browsing: wealth

Fidelity Investments’ new data-driven report,“The Time-Value Equation: Strategic time management for financial advisors,” aims to help wealth management firm leaders and their advisors develop dedicated growth strategies and implement a more intentional approach to time management that could yield significant opportunity – potentially up to $270,000 in additional revenue per year, per advisor by re-allocating…

The wealth tax debate has become a tiresome binary: tax the rich or leave capital alone. Finance ministerEnoch Godongwana is right to reject that framing. South Africa already taxes wealth through estate duty, donations tax, transfer duty and securities transfer tax ― collectively 1.15% of GDP, mo…