Findings from the 2022 Adviser Technology Needs Report highlight the need for a better investment platform system
The new regime will help firms identify and act on breaches a lot quicker than before.
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an uncertain environment for investors going forward. Adding to these concerns is China’s economic slowdown and Europe’s energy shock. Stephen Dover, Chief Market Strategist, at the Franklin Templeton Investment Institute presents…
Once the advice review is completed, the minister has asked Treasury to look at updating the ethics code and assessing the viability of a shortened adviser exam.
The Italian-backed group has teamed up with one of AMP’s largest advice businesses to take a major stake in the back-office services provider. It’s the first time AZ NGA has ventured beyond advice and accounting investment.