Best Practice

Best Practice | 1 Jun 16

Wealth management is one of the least tech-literate sectors of the financial services industry, and is falling well behind non-financial services industries, according to a new report from PwC.

Best Practice | 31 May 16

In this series looking at business transition principles, Mike Leeson, head of distribution development for Old Mutual International, part of Old Mutual Wealth, takes a look at why business planning is so important in helping to build a sustainable business.

Best Practice | 27 May 16

More than a tenth of UK advisers have seen clients discouraged from using legitimate tax planning strategies as a result of high profile scandals, according to Old Mutual Wealth (OMW).

Best Practice | 25 May 16

Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and socially responsible investing-focused (SRI) model portfolios being considered.

Best Practice | 19 May 16

The Bank of England’s chief economist Andy Haldane has said that financial advisers have “no clue” about pensions, while admitting that he himself cannot make the “remotest sense” of them.