ESG is a key part of the investment industry, and in light of this Bonhill Intelligence invites you to take part in our latest ESG survey.
Tell us what you think is the most important ESG strategy, how your attitudes toward ESG have changed in the past three years, and how do you expect fund managers to adapt to the changing ways of investing.
Please take three minutes to share your thoughts by clicking on the link: https://www.surveymonkey.co.uk/r/ESGClarity2022.
MyComplianceOffice's AI-assisted surveillance links employee chats on Slack and Telegram with prediction market trades as Wall Street tightens rules
Elsewhere, Raymond James absorbs a family-run practice from Commonwealth into its independent channel, while RBC welcomes a father-son tandem formerly from UBS.
Fuel-driven inflation drove the supersized adjustment, but advocates say retirees are still losing ground as trust fund insolvency nears.
State mandates and plan complexity are opening doors for financial advisors in the 401 market.
New LIMRA data reveal a stubborn advice gap that financial professionals are well-positioned to close.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
