Best Practice
Best Practice | 20 Jul 16
Existing financial advice ‘unsustainable’, says S.Africa’s FSB
South Africa’s financial advisory market is unsustainable in its current form and urgently needs the introduction of the upcoming Retail Distribution Review (RDR) regulations, according to the country’s financial services regulator, the Financial Services Board (FSB).
Best Practice | 20 Jul 16
UK trade body creates ‘toolkit’ on how to comply with Mifid II
The UK’s Chartered Institute for Securities & Investments (Cisi) has published a guide to help firms meet the new European Securities and Markets Authority (Esma) regulations.
Best Practice | 19 Jul 16
DeVere UK attains chartered financial planner status
DeVere United Kingdom has been awarded corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
Best Practice | 18 Jul 16
AES Int’l granted chartered status by UK’s CII
UK-headquartered AES International, which provides financial advice to expats across the Middle East, has been granted corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
Best Practice | 18 Jul 16
Old Mutual Int’l targets shunned US expats in Asia
The firm aims to distribute a US expatriate-focused “wrapped international pension” product through private banks and family offices.