financial

Current developments in European Client Legislation: Monetary companies concluded at a distance in digital age – Cyber Information

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In 2023, European lawmakers had been busy bettering the safety of customers in monetary companies. Along with the brand new Directive 2023/2225 on shopper credit score (on which we reported right here), the regime distance advertising of monetary service was additionally revamped. The brand new Directive 2023/2673 on monetary companies contracts concluded at a distance … Read more

The Grind Again To Monetary Independence: Early Phases Full – Cyber Information

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Within the second half of 2023, I considerably impacted our passive earnings, inflicting our family to technically lose its monetary independence. Previous to this, we had been financially unbiased since 2012, once I left my banking job. My aim now’s to regain monetary independence by December 31, 2027. To realize this, I would like to … Read more

The Newest In Monetary #AdvisorTech (July 2024) – Cyber Information

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Welcome to the July 2024 problem of the Newest Information in Monetary #AdvisorTech – the place we take a look at the massive information, bulletins, and underlying traits and developments which can be rising on the earth of expertise options for monetary advisors! This month’s version kicks off with the information that AI assembly help … Read more

Weekend Studying For Monetary Planners (June 29-30) – Cyber Information

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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current research discovered that at a time when the variety of SEC-registered broker-dealers and their registered representatives is declining, the variety of SEC-registered RIAs, their belongings beneath administration, and the variety of purchasers … Read more

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