This video series from Old Mutual International looks at what Practice Management is, how to build a sustainable business and the stepping stones to help you get there. Video 1 looks at the main components of practice management and provides an example of how it has improved a business.
International Adviser is continuing to develop its coverage of the issues that matter with the launch today of an important new section of our website called Best Practice.
More than half of the financial advisers across international markets are transforming their business model away from upfront remuneration towards more recurring revenue streams, according to new research from Old Mutual International.
Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to a new report from PwC.
In this series looking at business transition principles, Mike Leeson, head of distribution development for Old Mutual International, part of Old Mutual Wealth, takes a look at why business planning is so important in helping to build a sustainable business.
More than a tenth of UK advisers have seen clients discouraged from using legitimate tax planning strategies as a result of high profile scandals, according to Old Mutual Wealth (OMW).
Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and socially responsible investing-focused (SRI) model portfolios being considered.
The Bank of England’s chief economist Andy Haldane has said that financial advisers have “no clue” about pensions, while admitting that he himself cannot make the “remotest sense” of them.
A new UK quality mark aimed at helping consumers choose self-invested personal pension (Sipp) products without the help of an adviser will be launched this summer.
The finalists of the inaugural International Adviser Product & Service Awards 2016 gathered at London’s Waldorf Hilton Hotel on 12 May to hear the winners announced by Last Word’s co-founder and group editorial director Dylan Emery.
A group of exchange traded product providers has banded together to launch the ETF Forum, an initiative designed to improve advisers’ understanding of exchange-traded funds.
The Australian government has revised its plans to ensure financial advisers hold a university degree and has decided to delay the introduction of new rules aimed at raising the education, training and ethical standards of financial advisers.
