Financial Planning

Technology is dramatically changing the way consumers handle personal financial transactions, everything from online and mobile banking and virtual wallets to barcode-based mobile payments and cryptocurrencies. We are here to explore what that changing landscape looks like, and what the technological shift means for the future of money management and financial capability. Technology now plays an important role in the financial lives of consumers. But what exactly are we talking about when we refer to the influence that technology is having on creating a Portfolio (be it a Mutual Fund or Portfolio Management Services)? As an investor, you need to decide how you will allocate your portfolio as well as what kind of investing philosophy you wish to follow. You need to determine how much of your individual judgment you want to use for building your portfolio, compared to going with the overall flow of the market. That is where active and passive investing styles come into play. Broad