Search Results | Showing 1 - 10 of 140 results for %22The Good Investment Guide%22 |
| | ... delayed, knock-on effects from geopolitical tensions also contribute to the likelihood of inflation spikes," he said. "A good example of this is the Red Sea Crisis more than tripling shipping prices. Last time shipping prices spiked, we didn't feel that ... |
| | | ... especially as the industry continues to get wrapped up in the excitement of AI and other technological advancements. "... as good as the robots are, financial advice is still intrinsically about relationships and getting clients to articulate what matters ... |
| | | ... manager, the private bank. I think what's exciting about that, for us in Australia is that opportunity to bring back the good side of vertical integration," she said. This will be an opportunity to look at it with "fresh eyes", she said, underscoring ... |
| | | ... something in equities, but with bond funds with more complexity and a much larger universe, you can see how it happens." "A good question to ask is who bears the blame," Walsh said. "The product provider obviously bears the blame, but if I outsource ... |
| | | ... should be permitted to offer all advice and that the SoA requirements be reduced," he said. "Their advice should however be "good advice" - or presumably they should pay customers compensation if it is not. This would seem to be a significant step forward. ... |
| | | ... advice warning (Recommendation 2). Non-relevant providers will be able to provide personal advice (Recommendation 3) and the Good Advice Duty will be implemented. Under Recommendation 4, the Good Advice Duty applies to all relevant providers (qualified ... |
| | | ... services. "The biggest challenge is around the quality and transparency of data," Cairns said. "The outputs of AI are only as good as the data that's fed in. AI also needs to be trained and maintained. "At this stage, even developers of AI can't ... |
| | | ... professionals on this list work at a variety of companies from financials, to fast moving consumer goods to mining, with the common good of protecting the long-term performance of their companies across a vast range of material ESG issues. "In addition ... |
| | | ... Squad Podcast, points to Molly Benjamin, founder of the Ladies Finance Club, who joined forces with a financial adviser, as a good example of how advisers can work with finfluencers in a referral capacity in the same way as an accountant or mortgage ... |
| | | ... relationship. Many clients said there were mismatched values and were not able to trust the adviser or they did not have a good rapport, which led to their firing. The good news is that out of the 3003 survey participants, only 185 or 6% of the population ... |
|