Global best practice adviser firm of the year 2016 revealed
We are delighted to announce as we come to the end of 2016 that the overall winner of International Adviser’s inaugural Best Practice Adviser Awards is…
Best Practice
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UK gov’t moves to tackle rising threat of pension scams
Nearly two years after the UK pension freedoms were introduced, the British government believes the current massive scale of scamming activity surrounding the industry warrants new laws to limit the rights of savers to transfer money out of existing schemes for their own protection.
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Youngest ever financial adviser gains fellowship with UK’s PFS
The UK’s Personal Finance Society has named a London-based 22-year-old financial adviser as its youngest ever to obtain one of its fellowships.
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Forces impacting on survival rate of financial services firms
Aspects of the international retail financial services market are perceived to lag behind several more mature domestic financial services markets, or certainly those in leading European economies, such as the UK, Germany and France, says Guy Vanner, managing director of AKG Financial Analytics.
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Industry reacts to Middle East clampdown on commissions
Leading figures from the financial services industry in the Middle East give their views on the proposed cap on commission and the prospect of commission disclosure coming to the region.
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UK launches financial adviser apprenticeship scheme
The British government has approved a new specialist financial adviser apprenticeship standard and will offer employers up to £9,600 ($11,979, €11,270) in financial help toward the training of a competent adviser.
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Australia passes law to slash upfront life commissions
The Australian government has passed a law that will significantly reduce the upfront commissions paid on life insurance products and cap ongoing charges.
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South African IFA firm to expand adviser training school
Cape Town-headquartered IFA firm Carrick Wealth is expanding its flagship Invictus programme, a training academy launched earlier this year aimed at the company’s would-be advisers.
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Three financial adviser initiatives: Holborn Assets
In the latest of our series of insights from financial advisers across the world, Keren Bobker, senior partner of Dubai-based Holborn Assets sets out three initiatives she is taking to build the business along best practice lines.
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Smaller firms likely to bear the brunt of HK fee disclosure
Hong Kong’s enhanced fee disclosure proposals should not have a big impact on banks and fund houses, but may impact smaller intermediaries, according to industry players.
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Barclays launches online investment service
British bank Barclays has launched an online investment service in an effort to help plug the savings and advice gap.
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Nearly 40% of Britons looking at a career in financial advice
Almost two fifths (38%) of British workers are interested in a career that enables them to give people advice on their investments and finances, according to new research by St. James’s Place Academy.