article thumbnail

KPMG India, US, and UK in talks for landmark advisory practices merger

CFO News

The combined entity, termed 'Project HImalaya' internally, will invest aggressively in scaling up the India advisory practice and growing client servicing capabilities in India. Notably, the tax and audit practicemanaged through affiliate BSR & Co— will likely remain separate, although this detail is still under discussion.

article thumbnail

Weekend Reading For Financial Planners (February 3-4)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

Nerd's Eye View

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

article thumbnail

Digital Health Investments Fall 19 Pct In Q1

PYMNTS

A new report has revealed that investments in digital health startups fell 19 percent in the first quarter of 2019. billion invested one year ago. In addition, there were 38 fewer deals completed in the first quarter of this year versus last year, when investors invested in 187 digital health companies.

article thumbnail

Weekend Reading For Financial Planners (March 9-10)

Nerd's Eye View

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

article thumbnail

Weekend Reading For Financial Planners (January 13-14)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

article thumbnail

Weekend Reading For Financial Planners (Feb 18-19)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.