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.
The Chartered Institute for Securities & Investments (CISI) is introducing mandatory continuing professional development (CPD) for its global membership.
Proposals from the UK’s Financial Conduct Authority (FCA) that would require annuity providers to tell customers what they could gain by shopping around and switching have been met with muted enthusiasm.
Old Mutual International (OMI) has launched a new initiative to provide international advisers and clients with access to structured products which must meet set criteria on transparency, simplicity and value, the Anglo-South African insurer said in a statement.
Fund distributors in Hong Kong will have to disclose any monetary benefits they receive prior to, or at the point, of sale, under new proposals from the Securities and Futures Commission (SFC).
The final set of winners to be revealed in International Adviser’s Best Practice Adviser Awards 2016 series for the Middle East region were announced on Wednesday afternoon at the Shangri-La Hotel, Dubai after the Future Advisory Forum.
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
Life and investment product providers, fund managers, and intermediaries need to swiftly absorb what the potentially game-changing regulation for the UAE’s life insurance industry means for their business and be ready to provide their feedback before the 30 November cut-off date, say Tom Bicknell, Wayne Jones, and Peter Hodgins of international law firm Clyde &…
Mifid II is a big concern for around three-quarters of global asset managers, who think regulators need to provide better guidance and tools to navigate the increasingly complex landscape, according to State Street Corporation.
The Association of British Insurers (ABI) has identified eight countries as priority markets for the expansion of the UK’s insurance and long-term savings markets, all of which are located in Asia.
The fictional Warrington family is forced to deal with dividing the estate of patriarch Eric, inheritance tax, and an unexpected claim against the estate in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.
Unsurprisingly, most of the responses hitting the inboxes of industry journalists through the course of an otherwise quiet Friday began with “welcoming” messages to the FCA interim report on the asset management industry.
