பிதுசிய ப்ரைவேட் செல்வம் மேலாண்மை News Today : Breaking News, Live Updates & Top Stories | Vimarsana

One-man bands a victim of insto product push
One-man bands a victim of insto product push
Single adviser practices culled from the industry’s largest licensees may be the casualties of the major institutions’ failure to prioritise spending on compliance over product, with a former bank-owned advice executive estimating that “90 cents in every dollar” had historically gone to product manufacturing.
A
A
In a recent episode of The ifa Show podcast, Fiducia Private Wealth Management principal Danny Maher – a former institutionally aligned adviser whose practice now operates under boutique group FYG Planners – said the institutions’ search for cost savings following multimillion-dollar remediation programs was a result of misaligned spending priorities. ....

Sarah Kendell , Danny Maher , Matt Brown , Financial Services Partners , Fiducia Private Wealth Management , சாரா கெண்டெல்ல் , டேனி மகேர் , மேட் பழுப்பு , நிதி சேவைகள் கூட்டாளர்கள் , பிதுசிய ப்ரைவேட் செல்வம் மேலாண்மை ,