Carnival’s Adolfo Perez to advisors: You need a business plan

[ad_1] FORT LAUDERDALE — Adolfo Perez, Carnival Cruise Line’s senior vice president of global sales and trade marketing, has a message for all travel advisors, whether they are franchise owners,…

Millennium Advisors hires new global head of US dollar credit trading – The TRADE

[ad_1] Fixed income broker-dealer Millennium Advisors has appointed Dylan Blair managing director and global head of US dollar credit trading as the business continues its expansion efforts.  Charlotte-based Blair was…

Artificial Intelligence Can Change How Financial Advisors Nurture Leads and Land New Business

[ad_1] Artificial intelligence (AI) has long captured the public’s imagination, but OpenAI’s ChatGPT chatbot truly demonstrates what the technology can achieve. While there are legitimate concerns about the role of…

Financial advisors expand reach of business

[ad_1] Financial Management Bureau, in Kendal, has acquired David Hopkinson Independent Financial Advice, in Wigton, and opened a new office in Cockermouth. The move will see FMB increase its total…

How travel advisors helped me grow my European hostel business

[ad_1] Photo Credit: A&O Hostels Oliver Winter is founder and CEO of A&O Hostels, the largest privately owned hostel chain in Europe, with 39 properties in 25 cities in nine…

35% of investment advisors still not registered, says SEBI Chairperson

[ad_1] Despite a simple registration process, around 35 per cent of investment advisers are still not registered with the regulator, Securities and Exchange Board of India (SEBI) Chairperson Madhabi Puri…

Majority of Canadian Financial Advisors Surveyed Plan to Increase Exposure to Private Credit Over the Next Twelve Months, Recent Ninepoint Survey Finds

[ad_1] Ninepoint Partners LP In the Year Ahead, 63% of Advisors Surveyed Plan to Increase Their Allocations to Private Credit and 83% Plan to Increase Exposure to Alternative Assets TORONTO,…

Morgan Stanley kicks off generative AI era on Wall Street with assistant for financial advisors

[ad_1] Shannon Stapleton | Reuters Morgan Stanley has officially kicked off the generative AI era on Wall Street. The bank plans to announce Monday that the assistant it created with…

Debilitating Blood Disease Alters Top Advisor’s Career, Life Outlook

[ad_1] Group Jonathan Conklin Photography At age 18, Sahand Elmtalab was diagnosed with a rare blood disease that would change his life. “I have to take prednisone daily to stay…

CDC advisors recommend updated Covid vaccines for all Americans ages 6 months and up

[ad_1] A vial of the Moderna coronavirus booster vaccine targeting BA.4 and BA.5 Omicron subvariants is pictured at Skippack Pharmacy in Schwenksville, Pennsylvania, Sept. 8, 2022. Hannah Beier | Reuters…