Best Practice

Best Practice | 1 Jul 16

A revised professional standards framework for financial advisers and planners in Australia has been welcomed by the Association of Financial Advisers (AFA) and Financial Planning Association (FPA), but further improvements could be made.

Best Practice | 30 Jun 16

Old Mutual International’s Mike Leeson and Mimi Pienaar discuss the importance of knowing what is on a customer’s mind in our second of three articles looking at business transition principles.

Best Practice | 29 Jun 16

Investors in the United Arab Emirates have a shorter time horizon for investments than in other parts of the world and expect higher returns than the global average, according to a recent Schroders survey.

Best Practice | 28 Jun 16

Indosuez Wealth Management’s Frédéric Lamotte talks about his career at Crédit Agricole, his cash strategy, and market turbulence.

Best Practice | 27 Jun 16

Rattled by a growing list of worries that could threaten the fragile global economy, including the UK’s shock Brexit vote, investors around the world are amassing cash, favouring bonds over equities and increasing their holdings of gold.