Best Practice

Best Practice | 29 Jul 16

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.

Best Practice | 29 Jul 16

The Australian Tax Office has warned domestic financial advisers that it is targeting retirement planning schemes which encourage Australians to engage in tax avoidance arrangements through their self-managed superannuation fund (SMSF).

Best Practice | 28 Jul 16

Recruiting more diverse IFAs is key to tapping new markets and growing business, but attracting fresh blood into the industry remains a challenge, industry experts have said.

Best Practice | 27 Jul 16

Financial advisers making the most of technological advances have almost 40% more assets under management (AUM) than their counterparts, new research suggests.

Best Practice | 27 Jul 16

The Isle of Man regulator has announced plans to make it mandatory for international life companies based on the island to disclose to retail customers all commissions being paid to their financial adviser.