Best Practice
Best Practice | 2 Aug 16
EY predicts gloomy outlook for UK advisers post-Brexit
Financial advisers are in for a tough time following the UK’s vote to leave the European Union, according to a report from professional services firm EY.
Best Practice | 1 Aug 16
IFAs stress that robo-advice is not the answer
Over 80% of UK-based financial advisers are unconvinced of the merits of robo-advice services to tackle the United Kingdom’s advice gap, according to research by Prudential.
Best Practice | 1 Aug 16
UK’s FCA steps up crime reporting requirements for advisers
The Financial Conduct Authority (FCA) is expanding its remit over financial crime by requiring large firms to file yearly reports into the matter.
Best Practice | 1 Aug 16
South Africa’s advisers need to adapt to RDR model, says KPMG
Financial advisers in South Africa need to adapt their business models to take into account the Retail Distribution Review (RDR), due to be introduced next year, a senior manager at professional services firm KPMG has said.
Best Practice | 29 Jul 16
The key value of advice in a fast changing world
In the increasingly and often unnecessarily complex world of personal finance, the biggest value of a financial adviser may be in managing customer behaviour, argues John Astrup, who runs the Zurich savings and investment propositions in the Middle East.