Best Practice
Best Practice | 11 Jul 16
Mifid II, Solvency II most concerning for asset managers
Mifid II and Solvency II are the regulations asset manager think are most important this year, with data collection, enrichment and delivery identified as the most challenging areas.
Best Practice | 11 Jul 16
Singapore consults on int’l exchange of tax information
Singapore’s Ministry of Finance (MOF) has opened a public consultation on the automatic exchange of information (AEOI) in tax matters, known as the Common Reporting Standard.
Best Practice | 8 Jul 16
UK’s CII launches life and pensions exam for new starters
The UK’s Chartered Insurance Institute (CII), a leading professional organisation for the insurance and financial services sector, has launched a new life and pensions qualification aimed at people starting out in the financial services industry.
Best Practice | 8 Jul 16
Alpine living and the success of Blackden Financial
Blackden Financial’s Christopher Marriot discusses the challenges posed by running a UK-style financial advice business in Switzerland, and the benefits of the expat life.
Best Practice | 7 Jul 16
UK adviser profit growth under threat
Despite 68% of UK financial advisers reporting more profitable operations this year compared with 2015, low growth in client funds is a potential threat to future profits.