Best Practice
Best Practice | 6 Jan 17
UK directories urge FCA to reveal if advisers are independent
UK adviser directories Unbiased and VouchedFor have urged the Financial Conduct Authority (FCA) to publicise whether an adviser is independent or restricted.
Best Practice | 5 Jan 17
Zurich launches UK adviser platform with multi-application tool
Insurance giant Zurich has launched a protection platform where UK advisers can apply for multiple policies in one application.
Best Practice | 5 Jan 17
Uncovering stances on business ethics among advisers globally
Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI’s manager of ethics and integrity.
Best Practice | 4 Jan 17
US funds must disclose fees under DoL adviser reforms
US mutual funds will be required to fully disclose all their fees and asset allocation as a result of the Department for Labour’s (DoL) upcoming investment advice rule, according to the Securities and Exchange Commission (SEC).
Best Practice | 3 Jan 17
George Michael’s death and key IHT case raise issues for 2017
Celebrity deaths over the Christmas period and a pending supreme court decision on a key inheritance tax case all highlight the importance of using trusts for estate planning, a leading IHT expert has said.