CFA exam to include fintech topics
The Chartered Financial Analyst (CFA) exam is to be updated to include topics such as big data, artificial intelligence and robo-advice.
Best Practice
-
-
Abu Dhabi’s ADGM to launch financial services talent hub
Abu Dhabi Global Market (ADGM), the international financial centre in the UAE capital, has launched a ‘talent hub’ for financial services.
-
IoM eases pressure on life cos over commission disclosure
International insurance companies headquartered on the Isle of Man will only have to spell out to customers how much commission they will have to pay to intermediaries over the life of the product at the end of the sales process.
-
UK advice body APFA to merge with investment counterpart
The UK’s Association of Professional Financial Advisers (APFA) is set to merge with the Wealth Management Association (WMA) and to form a new industry body.
-
Five Qrops planning opportunities after 25% transfer charge
As the dust settles following the go-ahead of a 25% overseas transfer charge in the Spring Budget, David White, partner of Isle of Man-based The Qrops Bureau, sets out five key opportunities for financial advisers.
-
Warning to advisers that death tax fee hike could ‘reappear’
We are now weeks away from a UK general election in which opinion polls suggest the Conservatives will win with a sizeable majority, says Duncan Bailey, partner and head of private client of corporate and commercial law firm Brabners.
-
Multi-asset solutions point the way ahead
Harnessing the strength of financial markets can be a powerful way of growing your wealth. But to do so, clients need to have the confidence to invest over the long term.
-
Guernsey overhauls pension framework to match int’l standards
Guernsey has announced plans to overhaul its regulatory regime for pension product providers to bring it closer in line with the current international best practice standards.
-
UK Best Practice Adviser Award winners revealed
The first set of winners in International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 3 May at the Waldorf London.
-
Employee engagement key to IFA people management
Business owners often say their people are the key asset in their company, but in the IFA world it’s even more important, argues Mike Leeson, head of international distribution development, Old Mutual Wealth.
-
Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.
-
Adviser defends CII qualifications against criticism
A UK adviser has defended international qualifications from the Chartered Insurance Institute (CII) against claims that they are of “no use to anyone” providing financial planning in overseas jurisdictions.