Best Practice

Best Practice | 15 Jun 16

In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.

Africa | 15 Jun 16

South Africa’s leading independent financial advisers have called on the sector to embrace change to meet the great expectations of the next generation of clients and regulators.

Best Practice | 14 Jun 16

Schroders has announced a host of senior moves in Asia Pacific, with Deutsche Bank reporting a high-level departure in the region. Old Mutual Wealth has named the head of its Financial Adviser School, while the firm’s Global Investors division is losing its absolute return manager following a difference of opinion.

Best Practice | 14 Jun 16

One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.

Best Practice | 13 Jun 16

Insurers are failing to adapt to changing customer needs and technology, instead focusing more on complying with new regulations, a new report by KPMG has found.