ETP providers launch ETF forum in the UK
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.
Best Practice
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Australia eases planned skill standards for financial advisers
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.
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BlackRock launches global retirement institute
BlackRock has launched a global platform that will extend the firm’s efforts to help advisers, consultants, trustees, policymakers, institutions and individuals make better decisions about retirement and longevity.
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FCA issues 7 scam alerts on unregulated firms in a week
The UK’s Financial Conduct Authority (FCA) has blacklisted a number of firms it believes are providing financial services without authorisation.
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Malaysian finance centre commits to int’l best practice
The Labuan International Business and Financial Centre (IBFC) has committed to playing a “facilitative role for cross-border trades and investments particularly in the Asean region”, as the fallout from the Panama Papers continues to ripple around the world.
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Sarah Lord scales new heights in professional development
Killik & Co’s Sarah Lord talks about her thirst for personal and professional development, her belief in the fees-based model and her time in the United Arab Emirates, where commission is still king.
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FEIFA teams up with Praemium for IFA tech push
The Federation of European Independent Financial Advisers (FEIFA) will be working with the UK division of Australian-headquartered platform provider Praemium to promote improvements in technology for the advisory sector.
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Transparency and technology at the forefront of change, says everyone
Deadlines to implement business changes thanks to new regulations are coming thick and fast. So how are international life companies and global intermediaries changing their business models as a result?
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How to gain from exposure to alternative investments
Vaqar Zuberi, head of research at Mirabaud Asset Management, talks about the benefits of having alternative investments in portfolios.
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Advisers must ‘upskill’ for ME retirement liability issue
The majority of employers in the Middle East do not set aside specific assets to cover their end of service benefit (EOSB) liabilities, according to a survey by Zurich Global Life’s Middle East and Africa division.
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UK academies launch best practice workshops
With advisers scrambling to stay up-to-date with an ever-changing market, SimplyBiz and Bankhall have both announced that they will host UK workshops aimed at supporting advisers’ ongoing development.
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Code of good practice launched
A code of good practice for combating pension scams has been released by a UK industry group, with additional consultation coming from the QROPS sector.