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13.05 / 13:43

markets cryptocurrency Digital Bitcoin cover reports Financial Advice Financial Financial Advisors Reluctant to Discuss Crypto with Clients Due to Legal Concerns, Survey Finds

A mere 1% of financial advisors frequently engage in discussions about crypto with their clients due to concerns about potential legal liabilities and associated expenses if the investment goes awry.

15.02 / 14:43

regulation Wealth managers FCA Consumer Duty Financial Advice compliance FCA quizzes 20 advice firms on Consumer Duty compliance

Firms have been quizzed based on size instead of concerns over their practices.

02.12 / 01:29

Provident Digital reports Financial Advice Financial Shut up and take our money, investors say about financial advice

There’s some good news for CFPs in a report this week from Cerulli and SIFMA – more than ever, people want to hire them.

20.11 / 16:53

Enterprise Costs Financial Advice Financial Increasing costs hitting financial advice industry

Rising costs of acquisitions, higher salaries for employees, and competitive recruiting bonuses for financial advisors, along with the record spike in interest rates, are making it more costly to run large wealth management enterprises.

05.09 / 03:55

Provident Lowe's track social Financial Advice Financial Financial advice could be the difference between a good and great retirement

Access to sound financial advice can make a big difference to your super balance when you retire. Better still, the Government is exploring ways to make it even easier to talk to a qualified, experienced financial adviser.

28.08 / 01:07

COST UPS Action Assurant Align services Financial Advice Financial Lack of professional financial advice can prove costly later: Pay for services, seek help

Summer holidays involved a houseful of hungry children to feed all day. She made it all seem effortless even if she was adamant about toiling alone in the kitchen. It was only after we cousins grew up to manage our kitchens that we appreciated what it took to feed a family.

25.08 / 06:57

Adoption Financial Services Financial Advice open Financial A third of US investors are open to trusting AI financial advice: Survey

Around one in three United States investors would be open to following AI-generated financial advice without verifying it with another source, according to a recent survey.

27.07 / 08:05

UPS Provident Target Digital CEO Insignia Financial Advice Financial Insignia hives off financial advice arm in bid for profitability

Wealth giant Insignia Financial will retain its potentially lucrative superannuation and digital financial advice offerings while spinning off its self-employed advisers into a standalone business, as part of an overhaul designed to accelerate its struggling advice arm’s return to profitability.

25.07 / 16:11

COST Lowe's Digital performer social Financial Advice Financial How lack of formal financial advice can prove costly for many investors

₹8,000-10,000 per year to file returns correctly. I receive many queries from holders of foreign stocks (including in the form of ESOPs, or employee stock options), who, despite being told the complexity of income tax return (ITR) filing and the implications of improper disclosure, look for people who can do this at low cost. This is simply being penny wise and pound foolish! The omission of disclosure of foreign assets invites a ₹10 lakh penalty, and inaccurate filing comes with 30% additional tax and penalties.

17.07 / 22:57

Provident Target SEC Financial Advice Financial Gensler says AI holds promise, peril for financial advice

Artificial intelligence holds the promise of greater efficiency and effectiveness for financial advice but also the peril of heightened potential for conflicts of interest, SEC Chair Gary Gensler said Monday.

04.07 / 08:49

UPS MET Booking Strategy Pool Browser Financial Advice Financial Client case study: Financial advice at a crucial turning point

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03.07 / 14:37

UPS Progressive Career Action Strategy Financial Advice end Financial How the end of affirmative action could hurt financial advice

The Supreme Court’s bombshell ruling Thursday striking down race-conscious college admissions programs will likely hurt diversity within the financial advice profession — but the degree to which it will do so is unclear, observers said.

24.02 / 12:41

Law Twitter NFT regulation SEC security consequences Financial Advice Financial Emojis count as financial advice and have legal consequences, judge rules

A judge from the United States District Court of the Southern District of New York ruled that emojis like the rocket ship, stock chart and money bags mean "a financial return on investment," according to a recent court filing.

07.02 / 21:25

Blockchain Adoption Sport marketing Financial Advice Financial Stop listening to celebrities for financial advice, says Binance Super Bowl campaign

From NFL players accepting their salaries in cryptocurrency and Tom Brady founding his own nonfungible token (NFT) marketplace to the NFL providing Super Bowl attendees with customized NFTs, the National Football League and the blockchain community seem to have embraced each other.

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