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Keyword: Suitability

102 results found
AI computer

OSC finds investors favour human-AI combo, no fear of AI advice

The Australian Coat of Arms in metal hangs on the glass wall of a building that reflects another high-rise across the street.

Poorly designed KYC questionnaires at the heart of recent enforcement actions

Yellow down arrows over a financial graph

Competition and regulation pressuring firms' margins, earnings

U.K. firms failing to meet new investor protection standards, review finds

Frozen funds

Fund manager, H2O, agrees to provide €250 million to unitholders

Regulation

Risky firms, crypto platforms add to compliance division's workload

Angry client

Fraud claims pass suitability issues among investment cases

Direction of stock market.opportunity time.buy and sell.change for chance.positive thinking

Self-regulatory organization reported year-over-year decline in decisions and sanctions

Benchmark reform creates opportunity for vehicles that flopped in the financial crisis

A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

Firm resolved allegations of KYC, suitability, conflict failures