South Africa’s financial advisory market is unsustainable in its current form and urgently needs the introduction of the upcoming Retail Distribution Review (RDR) regulations, according to the country’s financial services regulator, the Financial Services Board (FSB).
The UK’s Chartered Institute for Securities & Investments (Cisi) has published a guide to help firms meet the new European Securities and Markets Authority (Esma) regulations.
DeVere United Kingdom has been awarded corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
UK-headquartered AES International, which provides financial advice to expats across the Middle East, has been granted corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
The firm aims to distribute a US expatriate-focused “wrapped international pension” product through private banks and family offices.
Jersey has developed a brochure to advertise the island as a destination for the formation and administration of philanthropic structures.
There is still a chance to enter International Adviser’s inaugural Best Practice Adviser Awards if you’re in the UK as we have extended the deadline to 31 August. So have your hard work and innovation recognised and enter today.
Standard Life is launching a suite of materials to offer more support to advisers in the defined benefit (DB) to defined contribution (DC) transfer space.
Banks and other financial services firms which use a top down approach to implementing business culture changes are less successful in achieving their goals than those who work to instil change from the grassroots upwards, a new report says.
In this, the second of a series of articles looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, follows a typical modern family through various key decisions.
Mifid II and Solvency II are the regulations asset manager think are most important this year, with data collection, enrichment and delivery identified as the most challenging areas.
Singapore’s Ministry of Finance (MOF) has opened a public consultation on the automatic exchange of information (AEOI) in tax matters, known as the Common Reporting Standard.
