Two industry executives have highlighted why financial advice practices are less focused on adviser recruitment, as technology means they can service more clients with fewer staff.
Confusion around what classes as “sustainable” can lead to large fund performance differentials, making fund selection a material risk for advisers, according to Scientific Beta.
Meet Michael and Michelle, they are keen to leave their kids a significant benefit following their passing but also want the ability to spend comfortably and confidently in retirement.
Iress has signed a three-year extension of its agreement with Count, enabling the financial services firm to continue using advice software Xplan to support its growth ambitions.
After five consecutive months of positive flows at Magellan, April saw $0.2 billion in institutional inflows offset by the same volume of retail outflows.
The global nature and geopolitical threats involved in investing in emerging markets can mean the job of an emerging market manager entails additional challenges than its developed markets counterpart.