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Advisers expect existing tech to handle regulatory obligations

Only one in three advice practices are planning to increase spending in regtech, with most practices expecting existing technology to handle regulatory obligations, according to research from Netwealth. ....

Matt Heine , Andrew Braun , Tech Report , Advice Review , Michelle Levy ,

Breaking down ESG client segments - Professional Planner

Netwealth has worked to isolate the attitudes investors have towards ESG into four segments to help advisers tailor their proposition based on clients’ enthusiasm towards responsible investing. The platform company hopes its research will lay the blueprint for how advisers approach establishing client needs for ESG. ....

Andrew Braun , Professional Planner ,

Teacher union hack shows up in Ukraine

Teacher union hack shows up in Ukraine
hotair.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from hotair.com Daily Mail and Mail on Sunday newspapers.

United States , L Vivs Ka Oblast , Ellen Carmichael , Karen Redlener , Irwin Redlener , Randi Weingarten , Matt Whitlock , Lavern Spicer , John Hasson Sonofhas , Sharon Kleinbaum , Gulliver Cragg , Andrew Braun , American Federation Of Teachers , Union Of Education , American Federation , Rabbi Sharon Kleinbaum , Trade Union , Science Workers , Ian Miles Cheong , John Hasson ,

Lombard Odier onboards AAA-rated duo's large-cap equity fund

Lombard Odier onboards AAA-rated duo's large-cap equity fund
citywireselector.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from citywireselector.com Daily Mail and Mail on Sunday newspapers.

United Kingdom , Barbara Browning , Lombard Odier , Andrew Braun , Bank Lombard Odier , Impax Asset Management , Impax Sustainability Lens , Impax Systematic , Asset Management ,

Emerging affluent ready for advice, but not ongoing fees

They’re young and high-earning – the emerging affluent are a rich vein of potenital clients for advisers. There is just one issue: a majority preference for flat fees means their interests may not be best aligned with many advice service models. ....

Andrew Braun , Association National ,