Old Mutual Int’l launches risk profiler app
Tool helps manage client expectations of potential returns
Best Practice
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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
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US financial watchdog charges adviser with fraud
The adviser, who accumulated $3.9m, has also pleaded guilty to criminal charges in a federal court
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New model army- Do you have a technology strategy?
Fears over robo-advice are receding as we approach a watershed moment in adviser acceptance of new technologies and online platforms
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Most UK adviser firms set up to help vulnerable clients
Only a small amount of UK financial advisers are prepared to send vulnerable clients to specialists in the sector.
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Sipp providers must check offshore investments, UK rules
FCA warns Sipp providers to notify regulator of any financial strains due to claims from ruling
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Advisers list three client barriers to trusts
New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations
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Annual drawdown review should consider de-risking with annuity
Retirement expert Billy Burrows suggests review should consider selling down bonds for older clients