Confidence in UK advisers rises 40% since RDR
Trust and confidence in financial advisers in the UK has risen by 40% since the introduction of the Retail Distribution Review (RDR), research from the Personal Finance Society (PFS) shows.
Best Practice
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Three initiatives to develop a financial adviser’s business
In the first of a series of insights from financial advisers across the world, David Pugh, director of The Fry Group, Singapore, sets out three initiatives he is taking to build the business along best practice lines.
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What is practice management?
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.
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Evolve your business model with our new Best Practice section
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.
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Half of cross-border advisers move towards recurring income
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.
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Wealth managers way behind digital trend, PwC says
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.
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A clear business plan to ‘make the transition’
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.
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Scandals tainting legitimate tax planning strategies
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).
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Fund research frim RSMR rolls out IFA platform
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.
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IFAs have ‘no clue’ on pensions – Bank of England economist
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.
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Quality stamp may allow Sipps to be bought without advice
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.
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Product & Service Awards 2016 – Winners’ Gallery
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.