Best Practice

Best Practice | 5 Aug 16

Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.

Best Practice | 5 Aug 16

The belief that due diligence on investment products shouldn’t rest solely with advisers has seen Prudential commission two independent research companies to produce four guides to support financial advisers in meeting their research requirements.

Best Practice | 4 Aug 16

The Bank of England (BoE) has cut interest rates by half to 0.25%, adding more pain to pension savers already hit by years of low returns.

Best Practice | 3 Aug 16

The Financial Conduct Authority (FCA) has voiced concerns about the “inappropriate influence” that unauthorised introducers have on investment choices made by UK advisers, revealing that it has seen a growing number of cases where client pensions are being transferred into unregulated high risk products.

Best Practice | 3 Aug 16

Atlas Wealth Management has made innovative use of disruptive technologies such as social media to ‘make the world a smaller place’ for an expat client base that spans more than 18 countries.