Insurance industry in 2016

2016 was a challenging year for the insurance industry. Other than the economical changes that affected the financial sector, FinTech became…

Common Reporting Standard

January was a busy month for some financial institutions(FIs) as the Common Reporting Standard (CRS) was implemented on the 1st…

Referral 

​My client referred a friend to me but told me, “This person’s finances are in deep sh*t.  She needs a…