Crédit Agricole CIB’s Post

Financial Planner Charlene Coulbeck APFS has written her first article for Nugenis Financial Planning Limited. 'The Value of Financial Planning - the Angel on your Shoulder,' looks at how the value of financial planning is being recognised more and more and how it isn't just about cost and investment performance. To read the article, head to the news section of our website using the link below. https://lnkd.in/eSsKybBp

At the Unclaimed Financial Assets Authority Strategic Plan 2023-2028

It is now more important than ever for finance and government affairs departments to work together. Laurie Winger, EVP and CFO at TruStage shares how in today’s business environment, collaboration is key to navigating the complex regulatory landscape. Read the full article here: https://bit.ly/3ZnVfDX  

For RIAs, building trust is key to creating a lasting relationship with the next generation of clients. Important disclosures: https://bit.ly/2JzEDWl .

Can you turn a major problem into a source of trust? Listen back to Hemione Hudson, PwC UK’s Head of Audit in conversation with Jon Mortimore of Dr Martens and Claire Hawkins of Phoenix Group. https://bit.ly/3UEXYIF #Trust #Transparency

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How can transparency help build trust? Hear from Hemione Hudson, @PwC UK Head of Audit, Jon Mortimore, CFO from Dr. Martens and Claire Hawkins, Director of Corporate Affairs and Investor Relations from Phoenix Group, as they explored how to build trust and why transparent reporting matters: https://bit.ly/3SN9izY You can also explore PwC UK’s Transparency Report here: https://pwc.to/46Vijwj #Transparency

Decades into my career, I still maintain the capital markets are a fickle ecosystem. One minute they are hot, and the next they are ice cold. So when you are raising money in the markets, it's critical that you partner with the right financial advisor. At Dentons, we get to work with a variety of financial advisors, and one of the best is Canaccord Genuity Group Inc. Join us on February 7 for an engaging fireside chat with Dentons – Canada’s Global Law Firm – and Canaccord Genuity Group Inc. – a global investment bank focused on growth companies with operations worldwide. My Dentons colleagues Eric Lung, Jack Schroder and Bennett Wong will discuss, together with James M. Brown, Managing Director, Head of Capital Markets, and Len Sauer, Managing Director, Head of Canadian Equity Capital Markets of Canaccord Genuity Group Inc., the legal and industry trends in capital markets – from regulatory changes, to corporate governance complexities, and the evolving landscape of financing options. Join us for a good discussion of what they are seeing in the markets. Don’t miss out. Register here: https://lnkd.in/efPcMr_N #CorporateFinance #Securities #CapitalMarkets