Don’t dismiss fintech revolution, but don’t romanticise it
A random walk through the world of wealth management.
Best Practice
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Schroders joins European financial adviser association Fecif
Schroders has become the latest associate member to join Fecif, the European Federation of Financial Intermediaries and Financial Advisers.
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How advisers in Europe are adapting to huge industry changes
As Old Mutual International’s head of region for Europe, David Matthews is well placed to offer insights on how the markets there are evolving in response to regulation and the impact on financial advisers.
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Why in-specie life bond transfers are too often overlooked
International portfolio bonds and in-specie transfers can be hugely beneficial to those who have worked abroad for multiple companies and have amassed a collection of international shareholdings, says Norrie Little, head of propositions for Hansard International.
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Would-be pension savers squeezed by other financial demands
Fewer than a fifth (17%) of UK advisers think that clients who feel squeezed keeping up with bills and repayments would put any extra money towards their pension savings, research from Royal London has found.
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Tips on how to engage with clients
In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.
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Prudential launches online TV channel to support advisers
Prudential is expanding its support for advisers with the launch of Knowledge TV, offering continuing professional development (CPD) certified ‘box sets’, technical insights, and online demonstrations.
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Major Sth African insurer targets international life markets
Provisca, the international distribution business launched in August by Nigel Watson and Bryan Low, has signed its first partnership agreement, opening up the products of South Africa’s third largest listed insurer to international markets.
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Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
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FCA bans and fines adviser who lied about her qualifications
The Financial Conduct Authority (FCA) has banned Elizabeth Anne Parry from performing any function in relation to any regulated financial activity and fined her £109,400 ($143,419, €128,657) for repeatedly lying about her qualification status.
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EU eyes Solvency II cut that would push up life insurance costs
European Union policymakers are considering whether to slash the benchmark used by insurers to calculate the value of billions of euros of liabilities – a move that would push up the cost of life insurance.
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South Africa to roll out delayed RDR by January, confirms FSB
South African regulator, the Financial Services Board (FSB), has confirmed that the first phase of the upcoming Retail Distribution Review (RDR) will be introduced on 1 January 2017 – six months after the original deadline.