Best Practice

Disruptive technologies make the expat world a smaller place

Best Practice | 3 Aug 16

Disruptive technologies make the expat world a smaller place

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.

EY predicts gloomy outlook for UK advisers post-Brexit

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.

IFAs stress that robo-advice is not the answer

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.

UK’s FCA steps up crime reporting requirements for advisers

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.

South Africa’s advisers need to adapt to RDR model, says KPMG

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.