Blackrock and Microsoft to build retirement planning platform
Investment and technology capabilities of the firms will ‘help more people make better decisions’
Best Practice
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RBC Wealth Management opens US risk prevention division
Advisers are in a ‘unique position to help mitigate the risk of financial exploitation’
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Islamic finance education to get a boost
Global market for Islamic financial services is expected to reach $3trn this year
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Most UK advisers happy to promote their profession
But Prudential survey found there is a fear about how the industry will entice new recruits
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Best overall adviser firm revealed
Which advice firm took top honours in the International Adviser Best Practice Adviser Awards?
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Saudi university to deliver CISI qualifications
The partnership is designed to help fill the region’s need for a ‘high standard of professionalism’
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Old Mutual Int’l launches risk profiler app
Tool helps manage client expectations of potential returns
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Far fewer women than men seek financial advice
Only 24% of reports produced by Selectapension were for women, compared to 76% for men
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FCA takes legal action against pension firm
The regulator said Avacade conducted ‘regulated activities’ without permission and ‘misled’ clients
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CISI bolsters African training programme in Nigeria
Institute partners with the Nigerian Stock Exchange to provide securities and investment coaching
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Three-quarters of UK adults lack financial education
Quilter survey finds 98% of respondents believe finance should be taught at school
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Australia to toughen standards for managers of financial advisers
The regulator to require managers to meet the same education levels as financial advisers