Best Practice
Best Practice | 10 May 17
CFA exam to include fintech topics
The Chartered Financial Analyst (CFA) exam is to be updated to include topics such as big data, artificial intelligence and robo-advice.
Best Practice | 9 May 17
Abu Dhabi’s ADGM to launch financial services talent hub
Abu Dhabi Global Market (ADGM), the international financial centre in the UAE capital, has launched a ‘talent hub’ for financial services.
Best Practice | 9 May 17
IoM eases pressure on life cos over commission disclosure
International insurance companies headquartered on the Isle of Man will only have to spell out to customers how much commission they will have to pay to intermediaries over the life of the product at the end of the sales process.
Best Practice | 8 May 17
UK advice body APFA to merge with investment counterpart
The UK’s Association of Professional Financial Advisers (APFA) is set to merge with the Wealth Management Association (WMA) and to form a new industry body.
Best Practice | 8 May 17
Five Qrops planning opportunities after 25% transfer charge
As the dust settles following the go-ahead of a 25% overseas transfer charge in the Spring Budget, David White, partner of Isle of Man-based The Qrops Bureau, sets out five key opportunities for financial advisers.