Intermediaries / Brokers

Carmel Wealth Continues to Leverage Unique Value Proposition for IFAS with Three Acquisitions Announced

Carmel Wealth PTY Ltd, a leading investment holding company in wealth and risk management, is proud to announce three new transactions concluded with independent financial advisors (IFAs) who have recognised the value Carmel can bring to their succession and growth plans.

Masthead Hosts MasterClass to Help Businesses Future-Proof Their Operations

AI plus clever partnerships make for intermediary excellence

Financial and risk advisers who want to excel in the dynamic world of financial advising are increasingly turning to technology to elevate their adviser-client interactions and futureproof their advice practices. Technology gives advisers an edge in various areas including cost, compliance and operating efficiency while enabling them to respond to external factors in the macroeconomic and regulatory realms.

7 Ways a financial adviser can add value to your life

Just like in cricket, success in one’s financial journey requires teamwork and strategy. As the ICC Women’s T20 World Cup 2024 unfolds in Abu Dhabi, UAE, it serves as a perfect reminder that collaborating with a qualified financial adviser can help you score big on your financial goals.