Back office technology seen key to future IFA growth

Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.

Are UAE advisers facing an era of greater regulatory scrutiny?

Asia | 13 Nov 17

Paradise Papers: expect regulation despite little wrongdoing

While the Paradise Papers reveal little in the way of wrongdoing, they will likely stoke political appetites for increasing regulatory scrutiny of the wealth management industry, says an analyst from research firm GlobalData.

Best Practice | 13 Nov 17

Six fintech challenges facing financial advisers

How can financial advisers future proof their markets to evolve alongside fintech in preparation for a world where change is constant and digital comes first?

Best Practice | 10 Nov 17

UK Gov’t outlines cold calling ban timeline

The UK Government is committed to banning pension cold calling and will bring forward draft legislation for scrutiny to ban the practice in early 2018, a member of parliament (MP) has confirmed.

Best Practice | 9 Nov 17

The quest for the holy grail of financial literacy

Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.

He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.

Here are his four bugbears:

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