Best Practice

Best Practice | 22 Nov 16

Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.

Best Practice | 22 Nov 16

Life and investment product providers, fund managers, and intermediaries need to swiftly absorb what the potentially game-changing regulation for the UAE’s life insurance industry means for their business and be ready to provide their feedback before the 30 November cut-off date, say Tom Bicknell, Wayne Jones, and Peter Hodgins of international law firm Clyde & Co.

Best Practice | 21 Nov 16

Mifid II is a big concern for around three-quarters of global asset managers, who think regulators need to provide better guidance and tools to navigate the increasingly complex landscape, according to State Street Corporation.

Asia | 21 Nov 16

The Association of British Insurers (ABI) has identified eight countries as priority markets for the expansion of the UK’s insurance and long-term savings markets, all of which are located in Asia.

Best Practice | 21 Nov 16

The fictional Warrington family is forced to deal with dividing the estate of patriarch Eric, inheritance tax, and an unexpected claim against the estate in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.