Advisers are losing business because they are failing to provide clients with a good customer experience, not because other companies are beating them on price, according to Rod Bryson, principal – wealth, long-term savings and insurance at Capgemini Consulting.
Chief executive Phil Neilson talks about starting Just Service HK from scratch, the future of fintech and ambitions to triple his client base from 500 to 1,500 over the next 12 months.
Advisers across Europe will be able to stay ahead of regulatory and legislative changes following the launch of a database and documents library by the European Federation of Financial Intermediaries and Financial Advisers (Fecif).
Much has been written about the disruptive impact technology has and is liable to continue to have on the financial services sector but the point, however, is to take some action.
New mutual fund charges and regulations that could have a dramatic effect on the number of funds offered on international platforms and within life insurance wrappers have become law in the United Arab Emirates.
Regulation is moving at such a fast pace that within five years all financial services markets around the world will ban commission and implement an RDR-like regime, Jasper Berens, head of UK funds at JPM Asset Management has predicted.
The International Adviser International Life Awards 2016 were announced on Wednesday at London’s The Langham Hotel during a dinner held after our flagship life industry conference, the Fund Links Forum.
A UK Treasury official has said the government is looking at introducing a law that would force pension providers to pay towards creating the pensions dashboard.
Hansard International has introduced an online tool that enables financial advisers to request instant withdrawals on behalf of their clients via its adviser-dedicated platform Hansard Online (HOL).
The UK’s newly installed chancellor of the exchequer Philip Hammond is to make his first autumn statement in the house of commons on 23 November, putting his own stamp on the treasury and setting out the financials post the Brexit vote.
A random walk through the world of wealth management.
Schroders has become the latest associate member to join Fecif, the European Federation of Financial Intermediaries and Financial Advisers.
