Financial planning
Financial planning | 10 Sep 24
Paraplanners increasingly positive on potential of AI
More than two-thirds believe that there should be an independent body setting long-term policy for pensions and investments
Financial planning | 5 Sep 24
Paradigm Norton names successor CEO to founder, ex-global FPSB chair Barry Horner
She will take up the role in April 2025, subject to regulatory approval
Financial advisers add at least 5.7%pa in value for Australians
Russell Investments looked at benefit of an adviser’s guidance on asset allocation, behavioural coaching and tax planning
Two thirds of wealth managers see 20% plus client growth over next three years
Independent research company PureProfile interviewed 100 wealth managers, financial advisers located in UK, Canada, Italy, Netherlands, Germany , Switzerland