Features
Asia | features 2 Mar 18
120 years and counting
As international financial adviser firm The Fry Group enjoys a landmark anniversary this year, incoming managing director Jeremy Woodley tells International Adviser how a new business adventure is on the agenda.
Best Practice | features 1 Mar 18
Pros and cons of deleting client data
Financial advisers need to establish a data management policy that balances the rights of the client against the firm’s right to meet regulatory requirements or potentially defend a legal claim, according to Nick Eatock, executive chairman of UK based back office software support Intelliflo.
Best Practice | features 28 Feb 18
Two retirement scenarios where a Qnups comes into play
Despite a fanfare at launch, seven years on the Qualifying Non-UK Pension Scheme has not proved hugely popular even though it can offer useful advantages.
Best Practice | features 26 Feb 18
Regulators make ready to clean up the industry
A more rigorous approach by regulators is under way in jurisdictions around the world, aimed at tackling malpractice by financial advisers and others within the financial services industry.
Best Practice | features 23 Feb 18
Mainstream ways of dealing with clients are ‘not working’
The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.