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Boutique Investment Management: An Idea Step To Take!

Smaller firms are usually worried about market volatility, but larger firms have the resources to scale and withstand the pressure. So, we can say agility and flexibility are what boutique investment management firms offer! The market has experienced a fair amount of turbulence this year; stock prices are shifting as higher inflation is compounding and already challenging business environment. In such a situation, investors struggle on how this rising rate and inflationary environment impacts on stock returns. So, this article explains how boutique investment management firm drives stock returns, even in an Inflationary Environment. Flexible Investment - The inherent benefit of boutique investment management firms is agility. Imagine your firm is a motorized dinghy boat. When the captain maneuvers a large cargo ship, the reaction time becomes slow but once change occurs, it's hard to switch course. But if an expert suggested an idea, that would pass up the chain of command. Eve

Everything You Need To Know About AFSL Representative

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Does the licensing regime prevent you from becoming an AFSL representative ? If you are getting tired of continuous bills and seek the freedom of operating your own AFSL, consider becoming a representative under license. In 2005, the Financial Services Reform Act 2001 was introduced with new provisions so investors can make informed decisions about whether certain products are suitable for them. While the Reform Act makes product disclosure statements for financial products, it also provides information relating to AFSL representatives. More specifically, established cooperate authorized representatives who are practicing under an AFSL yet are looking to operate their own AFSL, need to consider the following information: Guidelines of Section 916D 1.        A financial services licensee must not be an authorised representative of another financial service. 2.        A purported authorisation given in breach of this requirement is void. 3.        An authorisation that starts t