MetLife unveils financial adviser platform in Australia
To help the industry which has ‘undergone an incredibly tumultuous couple of years’
To help the industry which has ‘undergone an incredibly tumultuous couple of years’
‘Still a lot of B-grade advisers who don’t have the education, intelligence, experience or wit’
International Adviser spoke with Sandringham Financial Partners, M&G Wealth, Progeny, IWP, Quilter and Tenet to discuss how companies can be ready for the FCA’s evaluation of their remote working set up
To help advisers understand clients’ sustainability preferences
They will have access to templates, a financial planner community and get software discounts
Market is ‘particularly susceptible to consumer harm’ and improving it is ‘a key area of focus’ for FCA
Acquired business will become part of the group’s newly created remote advice arm
But PFS ‘regrets’ lack of engagement in professional body’s consultation drafting process
By creating a series of videos and guides to help them navigate range of products available
Data shows that inclusive firms perform better, but ‘treating people equally is the right thing to do’
To provide members with financial planning, investment management and tax planning services
Bame employees in financial services are overlooked at work and two-thirds have experienced discrimination