Financial Tools & Apps
Bitcoin Whales Awaken after 14 years
Bitcoin whales have reawakened after 14 years of patiently holding the world’s first and largest cryptocurrency, transferring billions of dollars in value.A Bitcoin wallet “12tLs” transferred 10,000 Bitcoin (BTC) worth…
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Should you invest in SIF (or Specialised Investment Funds) in 2025?
As India matures as an economy, every few years, we are bound to witness various…
SoFi and The Jayson Tatum Foundation Host The First of Many Financial Literacy Workshops For First-Time Homebuyers in St. Louis
Last year, we set out a mission to democratize access to family-sustaining wealth by establishing…
9% Piramal Capital & Housing Finance Ltd NCD ★ July’21 ★ Should You Invest? ★ ApnaPlan.com – Personal Finance Investment Ideas
Piramal Capital & Housing Finance, has come out with Piramal Capital & Housing Finance Ltd…
Comparing The Most Popular Solo 401k Options
Over 7 years ago I went on the hunt for the best solo 401k providers,…
Lasted Financial Tools & Apps
Identifying The ‘Right’ Balance Of Personalization And (Time) Cost Of Client Touchpoints To Boost ROI
For a financial advisor and their new client, the first year working together can be a particularly intense period, typically…
Weekend Reading For Financial Planners (July 12–13)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that,…
From Acknowledgment To Engagement: Key Questions To Reframe Issues And Get Action When Clients Are Off Track
Financial planning meetings often fall into categories like "Fix Meetings" (where there is an urgent problem that both the advisor…
Leveraging Educational YouTube Videos To Drive Hundreds Of New Clients Per Year: #FASuccess Ep 445 With James Conole
Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast! My guest on today's podcast is James…
Wealthbox Signals Plan To Move Upmarket After Selling $200M Majority Stake (And More Of The Latest In Financial #AdvisorTech – July 2025)
Welcome to the July 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big…
Weekend Reading For Financial Planners (July 5–6)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
FIRE Investors Allege Fund Grab, Owner Moves to Dismiss Case
Daniel Ianello, a man accused of orchestrating an exit scam involving a crypto project known as The Phoenix, has filed…
Key Bitcoin Price Levels To Watch as BTC Rally Stalls at $110K
Key takeaways:Bitcoin’s multiple rejections from $110,000 signal the bulls’ inability to sustain higher prices.BTC price may drop as low as…
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Pro-Ripple Lawyer Reveals What The SEC S-1 Filing By Wellgistics Health Means For XRP
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Pro-Ripple lawyer Bill Morgan has drawn attention…
Old Vs New Tax Regime
Choosing the right tax regime is a crucial decision for taxpayers in India. With the introduction of the new tax…
Have You Explored All Options To Save Tax For FY 2021-22? ★ ApnaPlan.com – Personal Finance Investment Ideas
Everyone hates paying taxes and always are on lookout for Options to Save Tax. However the income tax rules in…
What Is Lien Amount In SBI? How To Remove Lien Amount In SBI? ★ ApnaPlan.com – Personal Finance Investment Ideas
Are you worried and confused about Lien amount in SBI? Well you are not alone. In most cases, this should…
Investing
Must Read
Bitcoin ETFs Mean No More Wild Price Swings — Analyst
Bitcoin (BTC) will no longer experience “parabolic” price rallies or “devastating” bear markets, because BTC exchange-traded funds (ETFs) have permanently…
Sovereign Gold Bond August 2021 ★ Best (Tax Free) Way To Invest In Gold ★ ApnaPlan.com – Personal Finance Investment Ideas
Sovereign Gold Bond were first proposed in Budget 2015 and since then has evolved in a popular investment product. The…
Income Tax Calculator India In Excel★ (FY 2021-22) (AY 2022-23) ★ ApnaPlan.com – Personal Finance Investment Ideas
Every year there are changes in the Income Tax rules of India in the Union Budget. Keeping these changes in…
10% IIFL Home Loan NCD ★ July’21 ★ Should You Invest? ★ ApnaPlan.com – Personal Finance Investment Ideas
IIFL Home Loan, the Housing Finance company from IIFL Group has come out with IIFL Home Loan NCD (Tranche 1)…
