North America
Why are financial advisers shying away from technology?
The advice industry is shrinking and so is its customer base, but innovation could bridge the gap
US asset management firm to return over $5m to investors
The company was acquired by BB&T Securities and mislead its clients
Financial planning still a male-dominated family matter
UBS finds 85% of wealthy women take care of day-to-day expenses while men handle long-term finances
US regulator stops retail investment scheme
SEC alleges that in the past year investors have been defrauded out of $3.6m
Financial sacrifices affecting Canadian women’s savings
Some 30% of women have ‘reduced or stopped’ saving as a consequence of childcare or eldercare responsibilities