Best Practice | 7 Nov 17
PFS strikes ‘gateway’ deal for international clients
The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.
How are advisers using ETFs and index mutual funds?
This was the question posed by KPMG researchers for Blackrock who asked 130 UK financial advisers, wealth managers and private bankers responsible for £4.5 trillion of client assets.
IoM pension firm launches cryptocurrency services
Isle of Man-based corporate and pension service provider Optimus is to offer crypto-currency, block chain and Initial Coin Offering (ICO) services.
Latest news | 2 Nov 17
OMI warns UAE bulls on ‘bumpy ride’
Old Mutual International is warning of the risks in the attitude shift after researchers discovered UAE investors are more focused on achieving investment gains than on protecting against losses.
Best Practice | 31 Oct 17
Five big factors in the £1.27bn UK wills, probate and trusts market
Fragmented and largely unregulated, the UK wills, probate and trusts market was worth £1.27bn last year, but this is set to grow, according to market research company IRN Research.