Best Practice

Best Practice | 3 Jul 17

There are exciting new market opportunities for the taking, two years after the UK pension freedoms were introduced that raised customer awareness of the need for pension planning, says Matt Ward, communications director at AKG Financial Analytics

Asia | 30 Jun 17

Singapore’s financial advice market just got more competitive after DBS opened a financial planning centre that offers free advisory services but does not sell any financial products.

Best Practice | 29 Jun 17

Shifting client expectations and regulatory change is set to transform the overseas financial advice market, according to the latest research by Old Mutual International.

Best Practice | 29 Jun 17

Life assurers are having to make big strides to catch up with advisers and mass market retail providers when it comes to digital innovation to meet growing expectations from high net worth individuals (HNWI), according to Lombard International Assurance’s Aidan McClean.

Best Practice | 28 Jun 17

Plans by the UK’s Financial Conduct Authority to crackdown on excessive asset management fund charges and improve competitiveness in the sector has been met with a flurry of contradictory responses from different parts of the financial services industry.