Best Practice
Best Practice | 25 Nov 16
Muted response to FCA plans on shopping around for annuities
Proposals from the UK’s Financial Conduct Authority (FCA) that would require annuity providers to tell customers what they could gain by shopping around and switching have been met with muted enthusiasm.
Best Practice | 24 Nov 16
OMI launches ‘better products’ drive for international advisers
Old Mutual International (OMI) has launched a new initiative to provide international advisers and clients with access to structured products which must meet set criteria on transparency, simplicity and value, the Anglo-South African insurer said in a statement.
Hong Kong regulator pushes for fee transparency
Fund distributors in Hong Kong will have to disclose any monetary benefits they receive prior to, or at the point, of sale, under new proposals from the Securities and Futures Commission (SFC).
Best Practice | 23 Nov 16
International Adviser Best Practice Adviser Awards 2016 results – Middle East
The final set of winners to be revealed in International Adviser’s Best Practice Adviser Awards 2016 series for the Middle East region were announced on Wednesday afternoon at the Shangri-La Hotel, Dubai after the Future Advisory Forum.
Best Practice | 22 Nov 16
Old Mutual Wealth and CII launch adviser academy
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.