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Showing 1 - 10 of 91 results for "Financial Professionals"

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... strategies, slated to launch in the US next year, will be public-private fixed income offerings tailored for financial professionals and their clients. KKR co-chief executives Joe Bae and Scott Nuttall said that individuals should have access to alternative ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... delivering an improved overall client experience," he said. "Given the diminishing number of advisers, financial professionals in the advice sector face challenges in meeting client demands and are advocating for increased efficiencies in advisory tools. ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... across private equity, infrastructure, real estate, and credit asset classes. It is currently available to financial professionals across the globe. The content is tailored to users of all knowledge levels and includes live presentations and events ...

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... information. This year, only 13% sought the help of finfluencers compared to 19% in 2022. Among advisers and financial professionals, Nationwide found that more than half (58%) warn clients about the risks of misinformation on social media and AI platforms. ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... Aspiri Financial Services Group, Brady & Associates, George Ferizis Group, Link Financial Services Group, Financial Professionals, and the Westwood Group.

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
... clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ETF allocations in the coming year. It was also revealed that 63% of participants ...

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
... in the portfolios of Australian superannuation funds, this course will provide essential training for financial professionals who are working, or interested in working, in private markets and alternative investments," she said. "This certificate will ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... purposes." Williams added that NowInfinity is committed to supporting accountants, lawyers, and other financial professionals by providing the best quality documents and technology solutions, "that enable them to efficiently and effectively establish ...

Rethinking retirement: Focus on spending, not saving

ANDREW MCKEAN  |  FRIDAY, 21 JUL 2023
... an interdisciplinary approach, suggesting that aged care professionals, estate planners, and other non-financial professionals need to collaborate to simplify complex life-stage decisions to reduce the prevalence of fear among retirees. "We've got ...

CFA exam results begin to normalise

CHLOE WALKER  |  FRIDAY, 14 JUL 2023
The pass rate for the second level of the CFA Institute exam jumped in May above its historic average, marking an impressive turnaround from the below-average rates experienced during the pandemic. Over half (52%) of the 15,895 candidates worldwide ...
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