Retirement is a Reality, not a Choice
The annual 10X Investments’ Retirement Reality Report (RRR20), released last week, is one of the most significant surveys published in a long time. It is of specific importance to financial advisers who face […]
Reality
Crypto transfers: new client information requirements coming for CASPs and intermediaries
The ‘travel rule’ means CASPs and FSPs cannot initiate a crypto asset transfer unless they can transmit prescribed information.
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COFI a step closer to reality – Latest draft bill published for comment
One of our colleagues, Paull Lawrence, pointed out that yesterday was the 16th birthday of the implementation of the FAIS Act. It also marked the publication of the second draft of the COFI […]
Digital reality check – Your client still prefers the personal touch
Globally, 93% of consumers still prefer talking over “tapping” when it comes to sharing their brand experience or seeking recommendations, according to a consumer study released by global measurement company Nielsen. Nielsen’s Real […]
