Investment
Investment | 4 Sep 24
P1 platform adds DFM PortfolioMetrix
PortfolioMetrix will launch 28 portfolios on the P1 Platform
Financial advisers add at least 5.7%pa in value for Australians
Russell Investments looked at benefit of an adviser’s guidance on asset allocation, behavioural coaching and tax planning
Two thirds of wealth managers see 20% plus client growth over next three years
Independent research company PureProfile interviewed 100 wealth managers, financial advisers located in UK, Canada, Italy, Netherlands, Germany , Switzerland
II Awards 2024 deadline extended by one week
II Awards 2024 extended till September 6, 2024