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Best Practice

Best Practice | 24 Jul 24

IFA network Corbel Partners launches in-house adviser tech tool

The platform is now being rolled out and is in use by Corbel’s growing bank of 145 adviser members

Africa | 14 Jun 24

CISI forges strategic partnership with 13,000 CAIA members across US, EMEA, APAC

The special membership arrangement boosts skills and continuing professional development (CPD)

Best Practice | 17 May 24

Industry reacts as UAE approves decision that aims to regulate cold calling

Specific guidelines include setting penalties for violations

Best Practice | 10 Apr 24

Singapore regulator and Mastercard sign MoU to combat ‘acute’ cyber threats

Measures will include joint analysis of the latest cyber threats impacting the financial services sector

Banking | 8 Apr 24

Julius Baer International gains CISI chartered firm status

Criteria for achieving this status includes at least 50% of staff in their core area must be individually chartered with CISI

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.