Financial Advisors
Australian Adviser Gets Six-Year Ban Over Fund Steering
- Milutin Petrovic found to have misled clients while steering savings into now-liquidated property fund.
- The case is part of broader enforcement action against his former employer United Global Capital, which has been liquidated.
Monday, 01/09/2025 | 06:08 GMT by
Damian Chmiel
Generative AI Adoption: Canadian Financial Advisors Take the Lead at 56%
- Generative AI is crucial for developing personalized content, automating tasks, and crafting marketing campaigns.
- Advisors with a defined marketing strategy significantly demonstrate higher confidence levels.
Wednesday, 07/02/2024 | 13:53 GMT by
Jared Kirui
The Changing Role of Financial Advisors in the Age of Digital Investing
- Advisory is changing, but where is it heading?
Thursday, 27/04/2023 | 12:51 GMT by
FM Contributors
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