Page 54 - Wealth Managers News Today

/PRNewswire/ -- Zephyr, a subsidiary of Informa plc (LSE: INF) and a recognized leader in investment management technology for wealth managers and advisors, is...

The FCA has released a discussion paper requesting views on sustainability-related governance, incentives and competence in regulated firms.

Here’s why your investments can hold much more global influence than you think

Plans for a digital UK currency are being considered by the Treasury and Bank of England under a consultation launched today.

Oberon Investments has appointed Paul Sheehan as a senior investment manager within the boutique investment firm.

Munaf holds a BCom in Economics (Rhodes), BCom Honours in Financial Analysis and Portfolio Management (UCT) and a Post-Graduate Diploma in Financial Planning (Stellenbosch). He is a Certified Financial Planner® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). He previously served as a member of the Ethics Committee of a blue-chip financial services company. Munaf has been in the industry and practicing as a Financial Adviser since 2013 and has gained ex...

Two common South African strategies involve investing in a retirement annuity and investing in a discretionary investment.

Investegate announcements from Fintel PLC, Trading Update & Notice of FY Results

FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — Money profiled 50 innovators shaping Americans’ finances, and included Kramer Wealth Managers’ CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The

FREDERICK, Md., Jan. 20, 2023 (SEND2PRESS NEWSWIRE) — Money profiled 50 innovators shaping Americans’ finances, and included Kramer Wealth Managers’ CERTIFIED FINANCIAL PLANNER™ professional Lee Kramer in their list. The