Best Practice

Best Practice | 25 Nov 16

The Chartered Institute for Securities & Investments (CISI) is introducing mandatory continuing professional development (CPD) for its global membership.

Best Practice | 25 Nov 16

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

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.

Asia | 24 Nov 16

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

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.