Sebi's latest proposals to segregate advice and product distribution indicate a marked shift in thinking and plugs loopholes that were to the detriment of investors, said experts.
Tag : advisory
The CEO of Polaris argues artificial intelligence will replace human advisers in financial planning, breaking from the consensus view that a hybrid model will prevail.
The bank's Hong Kong head of investment product and advisory outlines how it is looking to encourage clients to make greater use of funds and discretionary management.
Hence the Swiss bank is focusing on onshore partnerships and discretionary portfolio management, says Jean-Louis Nakamura, Asia-Pacific chief investment officer.
The firm will add around 20 staff for its new 'smart' wealth management offering as it builds out its digital platform, says Chang Linyun, deputy head of WM at UBS in Taiwan.
The research firm has hired a hedge-fund-of-funds analyst to lead its investment management teams across China, Hong Kong and Singapore.
MalaysiaÆs Securities Commission grants Goldman Sachs licenses for fund management and corporate finance.
Peter Ryan-Kane steps into a newly created role to help Asia-Pacific clients adapt to new investment opportunities.
Barclay''s adds Hong Kong''s former chief secretary of administration to its regional advisory panel full of big names.
Mahendran Nathan is putting together a consultancy for Asian financial institutions to learn wealth management.
Dutch bank hires creates integrated advisory platform.
Providing mutual fund ratings is not enough in a market still new to financial advisory services.