NRI Adviser
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
Hong Kong SFC bans ex-UBS associate director for life
His criminal convictions led the SFC to consider him not a fit and proper person to be licensed or registered to carry on regulated activities
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients
II Awards 2024 deadline extended by one week
II Awards 2024 extended till September 6, 2024