investment advisors

By Claude Leguilloux Posted on On 29/06/2022 at 10:07modified 30/06/2022 at 11:07 (Boursier.com) – Natixis Investment Managers (Natixis IM) publishes its survey of financial professionals. It operates with 2,700 people (wealth managers, approved investment advisers, financial planners and independent brokers) including 1,050 based in Europe and the UK. this study focuses on …

Despite the difficult environment, financial advisers in Europe remain optimistic Read More »

Do you have an old popular savings plan or a housing savings plan? If so, think carefully before closing or transferring the sums to a new product. Very often, the tax system and the returns you like will always remain more advantageous than those currently offered. Some old savings products are still very profitable today. …

Savings: these “old” savings products that are recommended to be kept for life Read More »

HSBC bank is launching a back-to-school offer on its savings account, which allows you to take advantage of a promotional rate of 3.5% on new payments until November 30, 2022. The HSBC Epargne savings account is a taxed bank account from the HSBC traditional bank, displaying a rate of return excluding the promotion of 0.10%. …

a boost rate of 3.5% on new deposits Read More »

In a long message published this Saturday, former PSG player Kheira Hamraoui breaks the silence after the pre-trial detention of Aminata Diallo in the context of his attack (from November 2021), and the latest disturbing revelations about his former teammate. . “After long months of suffering, I decided to come out of silence.” Through a …

Kheira Hamraoui breaks silence and wants his “honor to be washed away” Read More »

Apax Partners announces the acquisition of a minority stake in Pandat Finance, alongside Bpifrance, to support the group in its strong development.Created in 2009, Pandat Finance is the French pioneer and leader in cash investment brokerage. Pandat Finance allows companies, associations and institutional investors to have access to the best remuneration on short, medium and …

Apax Partners takes a minority stake in Pandat Finance Read More »

“My work? It has been completely emptied of its meaning. I have become a marshalling yard.” No trace of complaint in the voice of Katia*, Pôle emploi placement advisor in the Toulouse region. Just a bitter observation: “Since the merger, we have lost a lot in the quality of work. I came to ANPE ten …

Pôle emploi: our survey on the evil of investment advisers Read More »

Illustration: Catherine Ocelot One of the pleasures of Jean Dupriez, a financial planner for 30 years, is being asked how much he earns. Question to which he answers without shame, long and wide. But he does not often have the opportunity: “Less than one person out of 50 dare to discuss the subject”, says the …

Who pays your financial advisor? Read More »

Scandalous investment cases where thousands of “small” savers are caught in the net are flourishing. Like the great Aristophil scam, where 18,000 investors believed in the rapid capital gain from the sale of ancient manuscripts and books. But also the collapse of the hotel companies of the Maranatha group, at the hands of 6,000 savers, …

Bad investment: what is the responsibility of your advisor? Read More »

“Despite what some say, we are not in a sales industry,” announces financial planner André Lacasse, from Services Financiers Lacasse. He explains to share the opinion of the author Norm Trainor: people hate to be sold a product, but they like to be helped in their purchase process. “It’s very different,” he said. In his …

10 career lessons you wish you had known earlier Read More »