Best Practice
Best Practice | 31 Oct 16
Investment body calls for greater focus on client outcomes
A new research paper is calling on the investment industry to shift from a performance-driven culture to one that is purpose-driven, to ensure better alignment of its interests with those of clients.
Best Practice | 31 Oct 16
Senior adviser quits with team of five to join Holborn Assets
Dubai-based senior wealth manager Nicholas Thompson has left Finsbury Associates and joined rival firm Holborn Assets as one of its senior partners, along with five new advisers.
Best Practice | 26 Oct 16
UK regulator looks to redefine its future scope
The UK’s Financial Conduct Authority (FCA) has begun a consultation with the finance industry to identify which areas of regulation it should focus its resources on in the future.
Best Practice | 25 Oct 16
UK advisers set to overhaul business models under Mifid II
Over a half of UK advisers believe additional regulatory and compliance demands when Mifid II comes into effect will force them to review their business models, according to Investec Wealth & Investment (IW&I).
Best Practice | 24 Oct 16
Platform One partners with Feifa
Platform One, the UK and international wrap service provider, has joined the Federation of European Independent Financial Advisers (FEIFA) as a partner.