Artículos de revistas: "Wealth management"

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Pietrzyk, Leslie. "Wealth Management". Ploughshares 44, n.º 4 (2018): 89–101. http://dx.doi.org/10.1353/plo.2018.0124.

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Zhou, Tianying. "Development Strategy of Wealthy Customers in Chinese Commercial Banks". European Scientific Journal, ESJ 12, n.º 25 (30 de septiembre de 2016): 145. http://dx.doi.org/10.19044/esj.2016.v12n25p145.

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Wealth management business is an old and young business. In terms of wealth management, it begins from the social class when wealth allocation becomes divided. Wealth management in modern sense originated in Napoleon Era in France. Napoleon gave his wealth to bankers of Switzerland to manage, which opened a precedent for wealth management. As far as Chinese commercial banks are concerned, wealth management business provides services to help wealthy customers realize the value of their assets. This paper reviews current situations of wealth management business in Chinese commercial banks and investigates customer development strategy.

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Dziawgo, Leszek y Danuta Dziawgo. "PRIVATE BANKING − WEALTH MANAGEMENT: ECOLOGICAL ASPECTS". Prace Naukowe Uniwersytetu Ekonomicznego we Wrocławiu, n.º 478 (2017): 152–61. http://dx.doi.org/10.15611/pn.2017.478.14.

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Саркисянц y A. Sarkisyants. "Private Wealth management: Current Trends". Auditor 2, n.º 3 (11 de marzo de 2016): 32–44. http://dx.doi.org/10.12737/18456.

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The article discusses in detail some aspects of private banking or private banking of most wealthy clients with capital in the tens of millions of dollars, types of wealth management and their regional characteristics.

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Velamuri, Ramakrishna, Yuan Ding y Jianhua Zhu. "Noah Wealth Management". Emerald Emerging Markets Case Studies 2, n.º 8 (17 de octubre de 2012): 1–22. http://dx.doi.org/10.1108/20450621211312929.

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Subject area Entrepreneurship. Study level/applicability This case is suitable for MBA, EMBA and advanced undergraduate students. Case overview Noah Wealth Management was founded by Ms Wang Jingbo, a lady in her mid 30s with a team of less than 20 members in 2005. Exploiting market opportunities offered by a lack of good wealth management products and services, Noah grew rapidly from one branch office in 2005 to 59 branch offices in 2011, reaching a staff size of 1,031. Noah listed its shares on the New York Stock Exchange in November 2010. In 2011, Noah was ranked No. 38 among the 100 Top Potential Enterprises in China. Nonetheless, Noah faced several problems of internal management during the course of its fast expansion. In the first quarter financial report of 2012, Noah suffered a 52.6 percent decrease in net income over the corresponding period in 2011. Faced with a rapidly declining share price, Noah announced on May 22, 2012 a US $30 million share repurchase program. Expected learning outcomes The case supports a basic lesson on the entrepreneurial cycle, including assessing a business opportunity, resource mobilization, identifying a business model, growth of the venture, listing on the stock market, and subsequent growth challenges. Students can learn about some of the typical dilemmas faced by founders of entrepreneurial ventures, including how to maintain the corporate culture while growing fast and how to prevent members of the founding team from becoming bottlenecks to the development of the organization. The case can also provide management students with an overview of China's wealth management industry. Supplementary materials Teaching notes are available for educators only. Please contact your library to gain login details or email support@emeraldinsight.com to request teaching notes.

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Dziawgo, Tomasz. "Wealth Tech Impact on Wealth Management Sector". EUROPEAN RESEARCH STUDIES JOURNAL XXIV, Issue 3B (1 de septiembre de 2021): 141–51. http://dx.doi.org/10.35808/ersj/2463.

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PUNJ, DIVYA. "A STUDY ON THE AWARENESS AND KNOWLEDGE ABOUT WEALTH MANAGEMENT IN THE COMMON MAN". Turkish Journal of Computer and Mathematics Education 09, n.º 01 (2018): 303–29. http://dx.doi.org/10.36893/tercomat.2018.v09i01.303-329.

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Wealth management services have historically been reserved for the ultra-wealthy who require assistance with managing vast fortunes. Managing wealth is a skill and a science. Knowing the client inside and out is essential. However, the Internet has made financial management accessible to a much larger group of people, and one no longer needs a million dollars to take advantage of these services. A wealth manager's services extend beyond just stock and share management to include advising clients on the best collective funds to engage in. In addition, he can advise the investor on the best asset management strategy to pursue based on his or her unique circumstances. One can spend solely for the purpose of growing one's nest egg or strike a balance between long-term growth and short-term profits. A wealth manager's services may include providing impartial financial guidance on a wide variety of personal finance goods in addition to advising investors on the management of individual portfolios. In addition, he could aid in tax preparation, reducing expenses and obligations like capital gains tax. With their eyes on the breadth and direction of the markets, wealth managers can help their clients make swifter changes to their financial portfolios, freeing up previously unrealized capital. To further assist their clients, some wealth managers offer web resources such as research tools, investment calculators, and access to wealth management reports. For wealthy investors, whether they be individuals or organizations, wealth management is all about maximizing returns while minimizing losses. A wealth manager needs extensive understanding of the financial markets, their instruments, participants, and the overall landscape

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Turin, Sergey Y., Peter Fine y Neil Fine. "Wealth Management and Retirement". Plastic & Reconstructive Surgery 149, n.º 2 (25 de enero de 2022): 323e—332e. http://dx.doi.org/10.1097/prs.0000000000008790.

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Саркисянц y A. Sarkisyants. "Wealth Management: Art-banking". Auditor 2, n.º 7 (25 de julio de 2016): 37–49. http://dx.doi.org/10.12737/20654.

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Th e article is devoted to art-banking, which is understood as the range of services in the financial and consulting support of investments in physical assets with high intrinsic value, particularly in the works of art.

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Fadilla, Fadilla, Ahmad Farhan y Choiriyah Choiriyah. "Family Financial Management through Islamic Family Wealth Management". Islamic Banking : Jurnal Pemikiran dan Pengembangan Perbankan Syariah 8, n.º 2 (4 de febrero de 2023): 359–74. http://dx.doi.org/10.36908/isbank.v8i2.639.

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During the global financial industry 5.0, it was easier for people to make loans both to banks or make loans online. To meet the needs of their lives, the community also no longer needs to come to the market, it is enough to press one of the applications on their respective mobile phones. The convenience of this technology gives birth to a culture of consumerism in society and people are more easily in debt. The research method used in this research is library research. This study seeks to explain to the community how important it is to control finance with the Islamic Family wealth management approach. The results suggest to families to fulfil the main points first in the order of (1) Wealth Accumulation, (2) Wealth protection, (3) Wealth purification, (4) Wealth Distribution.

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P, Nagegowda. "Waste Management: Initiatives in India from Waste to Wealth". International Journal of Science and Research (IJSR) 13, n.º 1 (5 de enero de 2024): 886–89. http://dx.doi.org/10.21275/sr24110111229.

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Bowen, Amanda, Claire Beswick y Richard Thomson. "Livestock Wealth: crowd farming for wealth creation". Emerald Emerging Markets Case Studies 13, n.º 4 (20 de noviembre de 2023): 1–44. http://dx.doi.org/10.1108/eemcs-09-2023-0352.

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Learning outcomes Upon completion of this case study, students should be able to apply lessons learned in core readings, analysis and discussion to a specific case study dealing with a current, real-world situation, specifically: critically assess Livestock Wealth’s case facts and present and justify their point of view – based on attentive reading, critical analysis and engagement – about the company; use a range of strategic tools such as strengths, weaknesses, opportunities and threats analysis, PESTLE analysis and the Ansoff matrix to thoroughly evaluate Livestock Wealth’s internal and external business environment for developing strategic options for business growth and improvements to marketing strategy; use strategic thinking to develop a range of creative solutions to guide the company’s business growth and improvements to marketing strategy; and assess their own growth and development in terms of personal preparation and organisation, collaboration, critical thinking, decision-making skills, participation and problem-solving. Case overview/synopsis By February 2022, Ntuthuko Shezi, the founder and chief executive officer of Livestock Wealth, had turned his idea of “crowd farming”, which enables anyone to invest in living farm assets and earn a profit at harvest, into a full-fledged business that was creating wealth for both investors and farmers. Underpinning this case study is Shezi’s vision of an African continent where there is “no ground that is not planted with something of value”, local economies are created in those areas, communities are wealthy, there is abundance, there is money for children to attend school and ultimately where “cows (and agricultural produce in general) are seen as money”. Shezi had grown up in a rural area with grandparents who owned a couple of cows, realizing that the cows were the bedrock of the family’s finances. Describing his business, he says, “Cattle are like a walking bank, and we see ourselves as the bank of the future, where every person who owns a cow can access financial services through Livestock Wealth, just like it has always been in Africa.” This case study describes the two key decisions that Shezi needed to make – what direction to take in terms of business growth and how to improve his marketing strategy (with a limited budget) to attract sufficient investment into Livestock Wealth to make his dreams a reality. Complexity academic level This case study is suitable for use for a post-graduate diploma in business, master of business administration or master’s in management. Supplementary materials Teaching notes are available for educators only. Subject code CSS 11: Strategy.

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Amenc, Noël, Lionel Martellini, Vincent Milhau y Volker Ziemann. "Asset-Liability Management in Private Wealth Management". Journal of Portfolio Management 36, n.º 1 (31 de octubre de 2009): 100–120. http://dx.doi.org/10.3905/jpm.2009.36.1.100.

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Yau, Jot K. "Asset–Liability Management in Private Wealth Management". CFA Digest 40, n.º 1 (febrero de 2010): 102–4. http://dx.doi.org/10.2469/dig.v40.n1.71.

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Singh, Ishmeet y Navjot Kaur. "WEALTH MANAGEMENT THROUGH ROBO ADVISORY". International Journal of Research -GRANTHAALAYAH 5, n.º 6 (30 de junio de 2017): 33–43. http://dx.doi.org/10.29121/granthaalayah.v5.i6.2017.1991.

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Use of artificial intelligence is changing the working styles of human beings in almost every sphere. From Travel, health, education, communication and other related fields, it has now entered wealth management. A number of wealth management firms have adopted the artificial intelligence based services to the clients so that they are able to get investment advice any time as per their convenience. These services are quickly accessible, cheaper, transparent and unbiased. Since the advisory services are being provided by the machines just like robots, they have been called “robo – advisors”. This study is focussed on evolution of robo advisory model, its needs and potential in wealth management. The information gathered for this paper is based on the secondary data collected from various newspapers, magazines, journals and reports. At present the use of robo – advisors is quite small but it does have a bright future. Though a bit expensive at the initial stage, they prove to be cost effective later as they save the cost of human advisors. It also offers good decision making since it is based on systematic and quantitative research. This paper tries to highlight the potential of robo advisors in wealth management and also discusses its present status and future prospects.

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McCarthy, Ed. "Wealth Management Technology: What’s Next?" CFA Institute Magazine 26, n.º 6 (noviembre de 2015): 28–29. http://dx.doi.org/10.2469/cfm.v26.n6.11.

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Wilcox, Jarrod W. "Risk Management for Private Wealth". CFA Institute Conference Proceedings 2005, n.º 5 (17 de octubre de 2005): 41–47. http://dx.doi.org/10.2469/cp.v2005.n5.3515.

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Pitts, Chris. "The Future of Wealth Management". CFA Institute Conference Proceedings Quarterly 31, n.º 2 (enero de 2014): 24–31. http://dx.doi.org/10.2469/cp.v31.n2.9.

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Patel, Kunj y Snehal Shah. "INVESTMENT STRATEGIES AND WEALTH MANAGEMENT". International Journal of Management, Public Policy and Research 1, n.º 2 (30 de junio de 2022): 68–74. http://dx.doi.org/10.55829/ijmpr.v1i2.49.

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This study is to analyse and understand the investment strategies and preferences of investors, their awareness about products and services provided by the company and how to manage the wealth for their future perspective. The present changing economic environments have forced difficult decision for common people or naïve investor to invest and manage their wealth to overcome the financial crisis in their life. The investment strategy is a plan, which is created to guide an investor to choose the most appropriate investment portfolio that will help them to achieve their financial goals within a particular period of time. By increasing personal wealth, investing can contribute to higher, overall economic growth and prosperity. The Specific types of investments provide other benefits for the investor, corporate as well as the society.

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Chan, Carlson y Andrew Chan. "Attitude toward wealth management services". International Journal of Bank Marketing 29, n.º 4 (14 de junio de 2011): 272–92. http://dx.doi.org/10.1108/02652321111145925.

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Macklin, Lawrence J. "Wealth Management Through Dynasty Trusts". Journal of Wealth Management 3, n.º 4 (31 de enero de 2001): 43–48. http://dx.doi.org/10.3905/jwm.2001.320393.

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Cooper, Gilead. "Trusts and Modern Wealth Management". Trusts & Trustees 25, n.º 2 (2 de enero de 2019): 271–74. http://dx.doi.org/10.1093/tandt/tty186.

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Fang, Sungsoon y Ronald M. Evans. "Wealth management in the gut". Nature 500, n.º 7464 (28 de agosto de 2013): 538–39. http://dx.doi.org/10.1038/500538a.

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Phoon, Kokfai y Francis Koh. "Robo-Advisors and Wealth Management". Journal of Alternative Investments 20, n.º 3 (21 de diciembre de 2017): 79–94. http://dx.doi.org/10.3905/jai.2018.20.3.079.

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Lowenhaupt, Charles A. "The Institute for Wealth Management Standards and the Case for Private Wealth Management Standards". Journal of Wealth Management 12, n.º 4 (31 de enero de 2010): 9–11. http://dx.doi.org/10.3905/jwm.2010.12.4.009.

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Bastani, Spencer y Daniel Waldenström. "Taxing the wealthy: the choice between wealth and capital income taxation". Oxford Review of Economic Policy 39, n.º 3 (18 de agosto de 2023): 604–16. http://dx.doi.org/10.1093/oxrep/grad030.

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Abstract This paper analyses the relative merits of wealth and capital income taxes as instruments for taxing the rich. The main rationale for a wealth tax is to address the incompleteness of the tax code in taxing unrealized capital gains, which can be enormous and concentrated among the wealthy. However, by taxing presumed rather than actual returns, a wealth tax fails to address inequality among taxpayers with the same wealth but different capital incomes. In addition, wealth taxation creates liquidity problems that may adversely affect growth firms and start-ups, which is why wealth taxes typically provide exemptions and deductions for certain business assets. Our empirical analysis, based on Swedish register data, describes the wealth composition of the wealthiest and assesses the distributional incidence of different combinations of wealth and capital income taxation.

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Sina, Peter Garlans. "WEALTH MANAGEMENT UNTUK PENSIUN YANG SEJAHTERA". Jurnal Economia 11, n.º 2 (1 de octubre de 2015): 186. http://dx.doi.org/10.21831/economia.v11i2.7829.

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Abstrak: Wealth Management untuk Pensiun yang Sejahtera. Pensiun yang sejahtera menjadi impian semua orang. Oleh sebab itu, untuk mewujudkan pensiun yang sejahtera membutuhkan manajemen kekayaan yang benar. Hasil analisis menemukan bahwa manajemen kekayaan yang benar mampu meningkatkan peluang mengalami pensiun yang sejahtera. Salah satu cara yang dapat diaplikasikan adalah melalui mengelola arus kas dengan benar. Oleh sebab itu, pada bagian akhir diberikan cara yang dapat ditempuh untuk mengelola arus kas dengan benar.Kata kunci: manajemen kekayaan, pensiun, kesejahteraanAbstract: Wealth Management for a Prosperous Retirement. Everybody expects a prosperous retirement. Therefore, a suitable wealth management is necessary. The results of the analysis found that the appropriate wealth management is able to increase the opportunities for having a prosperous retirement. A cash flow management is one alternative that can be applied. This paper discusses some approaches to manage a cash flow appropriately.Keywords: wealth management, retired, prosperity

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Handayani, Sri. "PROSPEK BISNIS WEALTH MANAGEMENT BERBASIS SYARÎ’AH". AL-IHKAM: Jurnal Hukum & Pranata Sosial 3, n.º 2 (28 de septiembre de 2019): 217–38. http://dx.doi.org/10.19105/al-lhkam.v3i2.2605.

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At the moment the growth of HNWI (High Net Worth Individual) is significantly developed. HNWI is a group of rich people having no idea in managing the properties. As a matter of course, this becomes a new prospective field on wealth management business for banking. In fact, banks dominate money market mainly in Indonesia. in accordance to this issue, this article tries to portray the following subject matters---the importance wealth management as a service product for banks customers, the factors supporting the wealth management business in Indonesia, the criteria and characteristics of HNWI, the requirements of Islamic economic principles in applying wealth management syarî’ah base, and the challenge of organizing wealth management syarî’ah -base. From public view, the existence of wealth management syarî’ah base remains significant therefore it has a huge prospect considering the decrease of loan rate. It accelerates public to invent an alternate way instead of saving. On the other hand, there is a challenge of professional profit-share, unavailability of large amount of fresh money from investor, the minimum number of people understanding the proper syarî’ah finance management, and the existence of false assumption among publics that the current syarî’ah finance system has been only symbols interchange from conventional system to Islamic ones.

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Finke, Michael S., Eric Belasco y Sandra J. Huston. "Individual Property Risk Management". Journal of Probability and Statistics 2010 (2010): 1–11. http://dx.doi.org/10.1155/2010/805309.

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This paper reviews household property risk management and estimates normatively optimal choice under theoretical assumptions. Although risk retention limits are common in the financial planning industry, estimates of optimal risk retention that include both financial and human wealth far exceed limits commonly recommended. Households appear to frame property losses differently from other wealth losses leading to wealth-reducing, excess risk transfer. Possible theoretical explanations for excess sensitivity to loss are reviewed. Differences between observed and optimal risk management imply a large potential gain from improved choice.

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O. Ogundajo, Grace, Adekunle Adefisoye y Appolos N. Nwaobia. "Risk Management and Shareholders’ Wealth Maximization". International Journal of Business, Economics and Management 7, n.º 6 (2020): 387–400. http://dx.doi.org/10.18488/journal.62.2020.76.387.400.

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Coghlan, John Philip. "Future Strategies for Private Wealth Management". AIMR Conference Proceedings 2002, n.º 4 (2 de agosto de 2002): 80–87. http://dx.doi.org/10.2469/cp.v2002.n4.3219.

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Bodie, Zvi. "Applying Financial Engineering to Wealth Management". AIMR Conference Proceedings 2003, n.º 6 (31 de julio de 2003): 3–8. http://dx.doi.org/10.2469/cp.v2003.n6.3331.

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Brunel, Jean L. P. "Goals-Based Wealth Management in Practice". CFA Institute Conference Proceedings Quarterly 29, n.º 1 (marzo de 2012): 57–65. http://dx.doi.org/10.2469/cp.v29.n1.7.

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Danon, Murat y Suat Teker. "Wealth management trends in the World". Pressacademia 11, n.º 1 (30 de julio de 2020): 157–62. http://dx.doi.org/10.17261/pressacademia.2020.1259.

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Al-Abbadi, Ahmed Hamed y Adam Abdullah. "Modeling Psychology in Islamic Wealth Management". International Journal of Economics and Finance 9, n.º 10 (2 de septiembre de 2017): 64. http://dx.doi.org/10.5539/ijef.v9n10p64.

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This paper proposes a conceptual framework for modeling psychology in Islamic wealth management. Incorporating psychology into finance would significantly contribute to our understanding of the behavior of individual investors as well as market behavior. Utilizing the findings of behavioral finance and financial therapy, along with industry megatrends, Islamic wealth management could step further in fulfilling its ultimate objective of promoting social welfare. This is can be achieved by exploring and identifying the psychological factors that affect the clients’ decision-making and then behaviorally and cognitively helping them to engage in socially-responsible investments, projects and initiatives. In operationalizing this model, financial advisors/wealth managers should adopt a comprehensive client discovery and profiling method and apply Fintech innovations in producing complex analytics and thereby enriching the client experience.

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Tsuzuki, Akira. "Asset management of local wealth-holders". Keiei Shigaku (Japan Business History Review) 46, n.º 1 (2011): 1_56–1_71. http://dx.doi.org/10.5029/bhsj.46.1_56.

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Montenegro, Mariana Rosa y Pedro Henrique Melo Albuquerque. "Wealth management: Modeling the nonlinear dependence". Algorithmic Finance 6, n.º 1-2 (21 de octubre de 2017): 51–65. http://dx.doi.org/10.3233/af-170203.

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Gocek, Gregory G. "Goal-Based Wealth Management in Practice". CFA Digest 42, n.º 2 (mayo de 2012): 110–12. http://dx.doi.org/10.2469/dig.v42.n2.25.

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Cook, Douglas O., John C. Easterwood y John D. Martin. "Bondholder Wealth Effects of Management Buyouts". Financial Management 21, n.º 1 (1992): 102. http://dx.doi.org/10.2307/3665684.

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Padgett, Miles C. y Louisa Wright Sellers. "The “Integration” in Integrated Wealth Management". Journal of Wealth Management 8, n.º 3 (31 de octubre de 2005): 19–25. http://dx.doi.org/10.3905/jwm.2005.598419.

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Dubosson, Magali, Emmanuel Fragnière y Nils S. Tuchschmid. "Wealth Management “Manufacturing”: Delivering More Value?" Journal of Wealth Management 11, n.º 4 (31 de enero de 2009): 48–59. http://dx.doi.org/10.3905/jwm.2009.11.4.048.

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Brunel, Jean L. P. "Goal-Based Wealth Management in Practice". Journal of Wealth Management 14, n.º 3 (31 de octubre de 2011): 17–26. http://dx.doi.org/10.3905/jwm.2011.14.3.017.

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Mahajan, Arvind y Scott Lummer. "SHAREHOLDER WEALTH EFFECTS OF MANAGEMENT CHANGES". Journal of Business Finance & Accounting 20, n.º 3 (abril de 1993): 393–410. http://dx.doi.org/10.1111/j.1468-5957.1993.tb00263.x.

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Kieschnick, Robert, Mark Laplante y Rabih Moussawi. "Working Capital Management and Shareholders’ Wealth*". Review of Finance 17, n.º 5 (11 de enero de 2013): 1827–52. http://dx.doi.org/10.1093/rof/rfs043.

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Ihsan, Akmal, Abustan Nur y Syahruddin Kadir. "Islamic Wealth Management And Corporate Governance". El-Qish: Journal of Islamic Economics 2, n.º 2 (16 de diciembre de 2022): 85–96. http://dx.doi.org/10.33830/elqish.v2i2.4158.2022.

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This paper aims to explore Islamic views on wealth (asset) management and look at good corporate governance. The research method used is a descriptive qualitative method with a literature review approach with data collection techniques namely literature study. The results of the study show that basically asset management in an Islamic perspective is wealth management which is seen as a process of ownership, consumption of wealth, and acquisition in accordance with sharia principles. Islam emphasizes the acquisition and utilization of assets in a lawful and best way. Wealth should not be left idle but must be productive, both in terms of obtaining assets and how to spend them, such as zakat, infaq, and alms. Corporate Governance in Islam is a process of managing assets in institutions or companies in accordance with Islamic principles. Where in the process must apply the principles that have been determined by the Shari'a, such as siddiq, amanah, tabligh, fathanah and so forth. So with the application of these principles, it is hoped that transparency, integration and accountability will be achieved in institutions or companies.

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Li, Yu. "Artwork Finance and Global Wealth Management". CREATIVE ECONOMY 7, n.º 1 (2023): 25–39. http://dx.doi.org/10.47297/wspcewsp2516-251904.20230701.

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Cahyani, Utari Evy, Rizal Ma'ruf Amidy Siregar y Rodame Monitorir Napitupulu. "ISLAMIC WEALTH MANAGEMENT DURING THE COVID-19 PANDEMIC". At-tijaroh: Jurnal Ilmu Manajemen dan Bisnis Islam 7, n.º 1 (30 de junio de 2021): 1–14. http://dx.doi.org/10.24952/tijaroh.v7i1.3084.

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The coronavirus disease (COVID-19) pandemic has severe health effects and serious implications for economic. This research is a conceptual article that describes concepts and principles of Islamic wealth management (IWM), Islamic financial planning practice during Covid-19 pandemic, and Islamic social finance for reducing the pandemic effect. There are five stages in IWM that is wealth accumulation, wealth consumption, wealth purification, wealth distribution, and wealth protection. Wealth distribution such as alms, grant, and waqf are important in reducing social and economic impacts due to a pandemic. The existence of Islamic social financial institutions becomes very important to manage that fund. In other hand, practicing Islamic financial planning in household level can mitigate potential poverty in the crisis period. The financial planning manage the provision given by Allah as well which is beneficial for the life of the world and for the afterlife.

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Dave, Riddhi y Preyal Sanghavi. "BEYOND BANKING: INVESTING IN PROSPERITY - THE ROLE OF BANKS IN FINANCIAL PLANNING AND WEALTH MANAGEMENT". International Journal of Management, Economics and Commerce 1, n.º 1 (22 de enero de 2024): 10–15. http://dx.doi.org/10.62737/jhsdkz40.

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Financial planning and wealth management is becoming crucial and omni present. In this paper the authors have tried to deliberate on rising significance of financial planning and wealth management, impact of covid-19 pandemic on financial planning and wealth management, recent trends in financial planning and wealth management, SWOT Analysis of the financial planning and wealth management industry at Global Level and Indian Level, role of Banks in financial planning and wealth management and rising use of Technology by banks in catering to Financial Planning and Wealth Management, all these with the aim to buttress the presence of banks in this industry which is offering humungous growth potential.

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Vegera, N. y A. Vegera. "NATIONAL WEALTH MANAGEMENT FOR SUSTAINABLE ECONOMIC GROWTH". Vestnik of Polotsk State University. Part D. Economic and legal sciences, n.º 14 (2 de enero de 2022): 2–8. http://dx.doi.org/10.52928/2070-1632-2021-59-14-2-8.

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The substantiations for the use of the indicator of national wealth, including produced, natural and human capital, as a tool for managing the sustainability of the economic growth of the state are given. Considering that at present the measurement of the National Wealth in the Republic of Belarus is limited to fixed assets, the approaches of the World Bank to assessing the National Wealth by countries of the world are considered. The amount and structure of the national wealth of the Republic of Belarus in the assessment of the World Bank based on data for 2018 is presented. A comparative analysis of the share of produced, natural and human capital in the Republic of Belarus, CIS countries, regions of the world and countries with different income levels is carried out. The approaches to the management of national wealth to ensure sustainable development are considered, allowing to diversify the portfolio of assets and ensure balanced investment in various assets to ensure greater sustainability of the state.

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Xuan, Jiyou y Yi Liu. "Research on the Path of Financial Technology Enabling Wealth Management". Modern Economics & Management Forum 4, n.º 3 (21 de noviembre de 2023): 55. http://dx.doi.org/10.32629/memf.v4i3.1374.

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This article aims to explore how financial technology can enable wealth management. First, the paper defines the concept and connotation of financial technology and wealth management, and analyzes the theoretical mechanism of financial technology enabling wealth management. Then, the paper expounds the application of financial technology in wealth management practice, including intelligent investment advisory, robot financial adviser, digital asset allocation and intelligent insurance adviser. Finally, the paper analyzes the challenges faced by financial technology enabling wealth management, including regulatory policies, technical security, user acceptance and privacy protection challenges, and puts forward corresponding countermeasures.

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