Best Practice

Best Practice | 20 Jul 16

South African regulator, the Financial Services Board (FSB), has confirmed that the first phase of the upcoming Retail Distribution Review (RDR), due to be implemented this month, has now been postponed until next year.

Best Practice | 20 Jul 16

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

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 United Kingdom has been awarded corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).

Best Practice | 18 Jul 16

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).