Month: November 2023

Form 497K NUVEEN INVESTMENT TRUST

[ad_1]           Nuveen Dividend Growth Fund   TickerClass A–NSBAXClass C–NSBCXClass R6–NSBFXClass I–NSBRX   30 November2023   This summary prospectus is designed to provide investors with key Fund information in a clear and concise format. Before you invest, you may want to review the Fund’s complete prospectus, which contains more information about… Continue reading Form 497K NUVEEN INVESTMENT TRUST

How Advisors Handle Their Most Difficult Clients

[ad_1] Clients come in all types. Some come to you looking for portfolio management, others emphasize retirement planning, and many seek both. Still others simply want someone to hold their hand while they wend their way through life’s tribulations. Advisors must learn to adapt to varying client needs and personalities. Sometimes it doesn’t… Continue reading How Advisors Handle Their Most Difficult Clients

UK Advisors Combine To Raise Sustainability Engagement

[ad_1] The power of combination is demonstrated, so the UK advisors say, when it comes to engaging with firms on areas such as sustainability and employee mental health. UK financial advisor firms have joined forces to give them more clout in pushing for change in areas such as sustainability and mental health.  The… Continue reading UK Advisors Combine To Raise Sustainability Engagement

Financial advisor arrested in East London on fraud allegations

[ad_1] Warning: This article may contain graphic and/or adult content unsuitable for minors and sensitive readers. Read the article Facebook A financial advisor at Momentum Group Limited was arrested in East London on Wednesday on allegations of fraud amounting to R4.7 million. Hawks spokesperson Captain Yolisa Mgolodela says Shaun Dorning, 49, appeared in court on… Continue reading Financial advisor arrested in East London on fraud allegations