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A former financial adviser has been charged over dishonest conduct, having allegedly encouraged individuals to acquire shares in his firm’s robotic trading technology, resulting in losses of at least $850,000.
A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an AFSL.
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greater advice accessibility.
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of funds to just one primary platform.
