Best Practice
Aussie watchdog warns advisers ahead of commission cap
Advisers in Australia have been warned by the country’s financial regulator not to inappropriately switch clients into charge-heavy products ahead of major changes to commission payments and clawbacks on insurance policy sales.
Best Practice | 5 Jun 17
Tories trump Labour as UK advisers struggle with uncertainty
Advisers favour a Conservative victory in the UK general election as nearly one in three say uncertainty over the result and its aftermath are a major concern for their business, research from MetLife shows.
Best Practice | 2 Jun 17
IMF urges millennials to prepare for ‘pension shock’
For millennials entering the workforce, the public pension system in advanced economies is simply not going to provide the safety net in retirement that it did for previous generations, according to a new report by the International Monetary Fund (IMF) entitled ‘Pension Shock’.
Best Practice | 1 Jun 17
Feifa partners with BNP Paribas Asset Management
The Federation of European Independent Financial Advisers (Feifa) has partnered with BNP Paribas Asset Management to promote professional development and training activities.
Best Practice | 31 May 17
Scammers use speech tricks to con victims
Cold-calling fraudsters use an urgent tempo when speaking or apologetic language to convince victims that they are genuine, research from scam awareness group Take Five suggests.