Qatar financial regulator fines advisory firm after ‘false claims’ investigation
The Qatar Financial Centre Regulatory Authority said today (20 November) it had entered into a settlement agreement with AIX ...
Advisers should do more to encourage clients to talk about ‘retirement dreams’
“Advisers should also help their clients talk about their dreams with their nearest and dearest. At Continuum our advisers ...
Financial Planning Standards Board names board chair, expands global leadership
US-headquartered Financial Planning Standards Board (FPSB), the standards-setting body for the global financial planning ...
Quilter Investors Monthly Income range adds new asset classes to portfolios
The Quilter Investors Monthly Income and Monthly Income & Growth portfolios have introduced a number of new asset classes to ...
Four fifths of asset and wealth managers say AI will fuel revenue growth
Four-fifths (80%) of asset and wealth management (AWM) organisations say disruptive technologies such as AI will fuel revenue ...