European IFAs will have a better understanding of their industry following detailed analysis of the continent’s advice sector by the European Federation of Financial Intermediaries and Financial Advisers (Fecif).
Nearly half of the investigations handled by the Channel Islands’ Financial Ombudsman (CIFO) last year related to investments and funds, with financial advice the single most complained about area.
Hong Kong’s new insurance regulator plans to work closely with its mainland China counterpart to protect consumers when it officially takes over from the Office of the Commissioner of Insurance (OCI) on 26 June.
Wealth managers around the world will lose around $13bn (£10bn, €11.5bn) of annual revenue due to a global crackdown on tax dodging as clients are set pull out $1.1trn out over the next few years, a new report suggests.
Guardian Wealth Management has launched a new division to focus on client relationship culture after research found that most expats feel the ongoing service they receive from their IFA firms has declined or stopped altogether.
Zurich has launched a programme to help financial advisers and intermediaries in the UAE prepare for and implement the upcoming regulatory changes to the country’s life insurance industry.
Advisers in Australia have been warned by the country’s financial regulator not to inappropriately switch clients into charge-heavy products ahead of major changes to commission payments and clawbacks on insurance policy sales.
Advisers favour a Conservative victory in the UK general election as nearly one in three say uncertainty over the result and its aftermath are a major concern for their business, research from MetLife shows.
For millennials entering the workforce, the public pension system in advanced economies is simply not going to provide the safety net in retirement that it did for previous generations, according to a new report by the International Monetary Fund (IMF) entitled ‘Pension Shock’.
The Federation of European Independent Financial Advisers (Feifa) has partnered with BNP Paribas Asset Management to promote professional development and training activities.
Cold-calling fraudsters use an urgent tempo when speaking or apologetic language to convince victims that they are genuine, research from scam awareness group Take Five suggests.
What looked like a sure thing when UK prime minister Theresa May called the snap election back in mid-April has turned somewhat muddy. Aegon pensions director Steven Cameron has taken a look at what the parties’ manifestos mean for pensions.
