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The British government has approved a new specialist financial adviser apprenticeship standard and will offer employers up to £9,600 ($11,979, €11,270) in financial help toward the training of a competent adviser.
The Australian government has passed a law that will significantly reduce the upfront commissions paid on life insurance products and cap ongoing charges.
Cape Town-headquartered IFA firm Carrick Wealth is expanding its flagship Invictus programme, a training academy launched earlier this year aimed at the company’s would-be advisers.
In the latest of our series of insights from financial advisers across the world, Keren Bobker, senior partner of Dubai-based Holborn Assets sets out three initiatives she is taking to build the business along best practice lines.
Hong Kong's enhanced fee disclosure proposals should not have a big impact on banks and fund houses, but may impact smaller intermediaries, according to industry players.
British bank Barclays has launched an online investment service in an effort to help plug the savings and advice gap.
Almost two fifths (38%) of British workers are interested in a career that enables them to give people advice on their investments and finances, according to new research by St. James’s Place Academy.
The Chartered Institute for Securities & Investments (CISI) is introducing mandatory continuing professional development (CPD) for its global membership.
Proposals from the UK’s Financial Conduct Authority (FCA) that would require annuity providers to tell customers what they could gain by shopping around and switching have been met with muted enthusiasm.
Old Mutual International (OMI) has launched a new initiative to provide international advisers and clients with access to structured products which must meet set criteria on transparency, simplicity and value, the Anglo-South African insurer said in a statement.
Fund distributors in Hong Kong will have to disclose any monetary benefits they receive prior to, or at the point, of sale, under new proposals from the Securities and Futures Commission (SFC).
The final set of winners to be revealed in International Adviser’s Best Practice Adviser Awards 2016 series for the Middle East region were announced on Wednesday afternoon at the Shangri-La Hotel, Dubai after the Future Advisory Forum.
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
Life and investment product providers, fund managers, and intermediaries need to swiftly absorb what the potentially game-changing regulation for the UAE's life insurance industry means for their business and be ready to provide their feedback before the 30 November cut-off date, say Tom Bicknell, Wayne Jones, and Peter Hodgins of international law firm Clyde & Co.
Mifid II is a big concern for around three-quarters of global asset managers, who think regulators need to provide better guidance and tools to navigate the increasingly complex landscape, according to State Street Corporation.
The Association of British Insurers (ABI) has identified eight countries as priority markets for the expansion of the UK’s insurance and long-term savings markets, all of which are located in Asia.
The fictional Warrington family is forced to deal with dividing the estate of patriarch Eric, inheritance tax, and an unexpected claim against the estate in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.
Unsurprisingly, most of the responses hitting the inboxes of industry journalists through the course of an otherwise quiet Friday began with “welcoming” messages to the FCA interim report on the asset management industry.
Compliance requirements are a greater burden offshore, driving up client charges and forcing some firms to turn away business, research from Step has found.
Financial advisers in the Middle East are finding clients...
Malta will be the "main winner" of HM Revenue & Customs'...
St James’s Place has expanded its presence in Asia...
The director of a bankrupt UK-based IFA firm, who also...
South African tax authorities may clamp down on the...