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| | | ... available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest duty obligations through low-cost and flexible solutions. "The Accelerate Series is ... |
| | | | ... ones," he said. "Unfortunately, the retail advised channel has seen a substantial reduction in the number of financial advisers providing risk advice over the last five years. The number of lives insured across all channels has substantially reduced ... |
| | | | ... approach. LGT's focus on high performance and sustainability appeals to high-net-worth private individuals, financial advisers and institutional clients in the UK and around the world," he said. The transaction's completion comes as abrdn is set to fall ... |
| | | | ... year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment committees, asset advisers, and investment managers all working to assist the clients work towards ... |
| | | | ... Zealand Louise Watson said the retail AFSL is an "important milestone" for the asset manager in Australia. "Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians ... |
| | | | ... for the business and saw revenues of $3.03 million. In the process, Count says it doubled its market share of financial advisers, adding about 100 to its network - a 36% increase. It now has about 400 advisers. Overall, wealth revenues were up 17% to ... |
| | | | ... expertise can leave certain investors open and vulnerable to dodgy deals. It's one of the main reasons financial advisers recommend only 5% of an individual's portfolio be allocated to collectible items. Purcell underscored the importance of ... |
| | | | Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ... |
| | | | ... generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces ... |
| | | | SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ... |
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