Imminent regulatory deadlines for financial advisers

A storm of new regulation in Europe is imminent, and waves of change also in prospect in other regions, which means advisers need to be up to speed with the implications for their businesses.

Generali Worldwide debuts DFM move in Brooks Macdonald tie-up

Generali Worldwide has formed a partnership with Brooks Macdonald to offer advisers and their clients a discretionary fund management service to sit alongside its life product offering for the first time.

Best Practice | 31 Oct 17

The best way to avoid the wrong type of client

The tricky area of client segmentation and why financial advisers need to do it is the focus for well-known industry figure Phil Billingham, in his second article looking at how firms can survive amid regulatory change.

Best Practice | 24 Oct 17

Analysis: Regulatory scrutiny keeping UK advisers on their toes

Advisers must stay on the ball as the UK regulator continues to tweak pension transfer rules in an attempt to get a handle on this rapidly evolving sector.

Asia | 19 Oct 17

The Fry Group unveils global multi-wrapper platform

International financial adviser The Fry Group has joined forces with the UK platform Nucleus and fintech firm Independent Strategic Group (ISG) to create a global multi-currency and wrapper platform in key expat markets around the world.