The number of would-be investment managers in China entering the Chartered Financial Analyst (CFA) programme reached a record high in 2016, overtaking new registrations from the US for the first time, latest figures from the CFA institute show.
Waiving the establishment fee for new qualifying recognised overseas pension schemes (Qrops) saw STM Group’s new business applications hit their highest level for 12 months in July.
The imaginary Warrington family face further wealth and succession planning issues in this, the third article by Edward Stone, partner at Irwin Mitchell Private Wealth.
Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.
The belief that due diligence on investment products shouldn’t rest solely with advisers has seen Prudential commission two independent research companies to produce four guides to support financial advisers in meeting their research requirements.
The Bank of England (BoE) has cut interest rates by half to 0.25%, adding more pain to pension savers already hit by years of low returns.
The Financial Conduct Authority (FCA) has voiced concerns about the “inappropriate influence” that unauthorised introducers have on investment choices made by UK advisers, revealing that it has seen a growing number of cases where client pensions are being transferred into unregulated high risk products.
Atlas Wealth Management has made innovative use of disruptive technologies such as social media to ‘make the world a smaller place’ for an expat client base that spans more than 18 countries.
Financial advisers are in for a tough time following the UK’s vote to leave the European Union, according to a report from professional services firm EY.
Over 80% of UK-based financial advisers are unconvinced of the merits of robo-advice services to tackle the United Kingdom’s advice gap, according to research by Prudential.
The Financial Conduct Authority (FCA) is expanding its remit over financial crime by requiring large firms to file yearly reports into the matter.
Financial advisers in South Africa need to adapt their business models to take into account the Retail Distribution Review (RDR), due to be introduced next year, a senior manager at professional services firm KPMG has said.
