BBasics
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  • 4 minute read

Online Financial Coaching Switzerland

  • 30. September 2022
How is financial coaching different from financial planning? And what is different about commission-based consulting than fee-based consulting? For the launch of my online wealth advisory service, I introduce you to the new services of Finanzdepot. Book an appointment now for a 100% no obligation and 100% free initial consultation.
PPrecaution
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  • 6 minute read

Pillar 3a early withdrawal: Fee comparison

  • 19. January 2022
Most providers charge one-time fees for an early withdrawal from the third pillar. In this article, we take a closer look at the various early withdrawal options and compare the fees charged by digital pillar 3a providers.
PPrecaution
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  • 4 minute read

Pillar 3a: When should I pay in?

  • 6. January 2022
When is the best time to make your Pillar 3a contributions? Invest the maximum amount at the beginning of the year or a twelfth every month? To explore this question, we take a closer look at three periods in this paper. And we also include a classic, interest-bearing pillar 3a account in the considerations.
PPrecaution
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  • 4 minute read

frankly – lower fees, more sustainability

  • 1. February 2021
As community assets increase, frankly's fees decrease. The all-in fee is now 0.46%. In addition, the Responsible Standard has recently been applied to active strategies. Details and a comparison of the strategies can be found here.