Best Practice
Best Practice | 28 Sep 16
Why wealth managers need to change their business models
Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.
Best Practice | 27 Sep 16
How to make the most of social media
Francesca Keefe and Liz Stanmore, social media experts at Old Mutual Wealth, give financial advisers a few tips on making the best use of social media.
Best Practice | 27 Sep 16
Five views on how int’l life offices can grow market share
How will international life companies retain and build on their market share of the financial services industry in the years ahead?
Best Practice | 23 Sep 16
Two-thirds taking cash from pensions did not seek advice
Two-thirds of recent UK retirees who took cash from their pension pots during their first year of retirement did so without seeking any professional advice.
Australia’s Westpac to remove sales incentives for staff
One of Australia’s big four banks, Westpac Banking Corp, has announced plans to remove all product related incentives from frontline staff in its retail branches as part of efforts to rebuild trust with its customers.