Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients – Go Health Pro

Values, Purpose, Action: A 3-Part Approach To Establish A “Statement Of Financial Purpose” And Unlock Deeper, More Meaningful Planning Conversations With Clients – Go Health Pro

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and … Read more

A missed opportunity to provide meaningful clarification on state aid analysis of procurement compliance and some problematic ‘obiter dicta’ (C-28/23) — How to Crack a Nut – Go Health Pro

A missed opportunity to provide meaningful clarification on state aid analysis of procurement compliance and some problematic ‘obiter dicta’ (C-28/23) — How to Crack a Nut – Go Health Pro

On 17 October 2024, the European Court of Justice (ECJ) delivered its preliminary ruling in NFŠ (C-28/23, EU:C:2024:893). The case was very interesting in three respects. First, in addressing some aspects of the definition of public works contracts that keep coming up in litigation in relation to relatively complex real estate transactions. Second, in addressing … Read more

significant ban or paper tiger? · European Regulation Weblog – Go Well being Professional

significant ban or paper tiger? · European Regulation Weblog – Go Well being Professional

After years of anticipation, the ultimate textual content of the Synthetic Intelligence Act (‘the Act’) was authorised by the Council on Might 21st of this yr. The landmark regulation, first of its type, positions the EU on the forefront of the worldwide effort to determine a complete authorized framework on synthetic intelligence. The Act goals … Read more

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