News
Best Practice | news 6 Dec 17
Standard Life adds cashflow modelling tool for wrap advisers
Advisers will be able to illustrate real time and future financial events to support the advice process pre- and post-retirement by using a new cashflow modelling tool on the Standard Life Wrap platform.
Nigel Green on retaining staff after high profile departures
DeVere Group founder and chief executive Nigel Green admits it has been a challenging year in the UAE and part of his strategy going forward is to boost morale with a new emphasis on retaining staff and clients in the final of a three-part interview with International Adviser.
Aussie advisers banned for Zurich insurance commission scam
In a bid to maximise upfront commission, two Australian financial advisers have been banned from providing financial services for life for falsifying insurance applications on behalf of unsuspecting clients.
Insurance broker Bluefin fined £4m
The Financial Conduct Authority has fined Bluefin Insurance Services for failing to inform customers about its independence in a way that was clear, fair and not misleading while it was owned by Axa UK.
Best Practice | news 6 Dec 17
Managing clients’ fear of missing out on Bitcoin
As Bitcoin surges to new heights, how can advisers manage enthusiastic clients’ fear of missing out (Fomo)?