Best Practice
Best Practice | 30 Nov 16
Three financial adviser initiatives: Holborn Assets
In the latest of our series of insights from financial advisers across the world, Keren Bobker, senior partner of Dubai-based Holborn Assets sets out three initiatives she is taking to build the business along best practice lines.
Smaller firms likely to bear the brunt of HK fee disclosure
Hong Kong’s enhanced fee disclosure proposals should not have a big impact on banks and fund houses, but may impact smaller intermediaries, according to industry players.
Best Practice | 28 Nov 16
Barclays launches online investment service
British bank Barclays has launched an online investment service in an effort to help plug the savings and advice gap.
Best Practice | 28 Nov 16
Nearly 40% of Britons looking at a career in financial advice
Almost two fifths (38%) of British workers are interested in a career that enables them to give people advice on their investments and finances, according to new research by St. James’s Place Academy.
Best Practice | 25 Nov 16
Professional development mandatory for all members: CISI
The Chartered Institute for Securities & Investments (CISI) is introducing mandatory continuing professional development (CPD) for its global membership.