Financial advisory
Saving up to 40% onboarding time, costs: How award-winning solution speeds up work for advisory firms
By integrating multiple business functions into one, shared services solution Propel with Singlife eases administrative burdens for firms, allowing them to better serve their customers and scale their...
SME Centres to offer more comprehensive advisory services, referrals for complex issues
A Centre for Enterprise Financing Advisory will also be launched later this year
Independent financial advisers gain ground as demand for holistic service grows
IFAs account for 40.7% of the industry’s new business growth in 2024, outpacing tied agents, at 33.3%
Ensuring IFA independence is crucial
In an ideal world, the independent financial adviser would be appointed by an external party – possibly regulators or even Sias – and should not receive payment from target companies
KKR starts financial advisory platform to widen choices for Singapore consumers
Ascend Asia has onboarded finexis as a member firm, ahead of the completion of its acquisition by the third quarter of this year
PwC Singapore appoints 11 new partners across different practices
They span a wide range of sectors, including financial services, technology, healthcare, logistics and real estate
Income’s financial advisory arm wants to capture demand for alternative investments
By partnering like-minded firms, Iafa aims to help its advisers expand their range of product offerings
MoneyOwl rolls out resources for unbiased, actionable financial advice
Its suite of tools includes investment and protection solutions, as well as access to low-cost products
Financial advisory firms gain traction, thanks to rising affluence and demand for wealth management
Some have surpassed the key S$1 billion threshold in terms of assets under advisory, buoyed by clients’ rising wealth levels and growing sophistication
Driving revenue with improved financial visibility: How cloud accounting primes SMEs for growth
Business consulting firm Bob & Co guides companies to uncover hidden business potential in local and global markets by digitalising their accounts on Xero
