Best Practice | 27 Jul 16
Advisers using technology well see 40% rise in AUM, says report
Financial advisers making the most of technological advances have almost 40% more assets under management (AUM) than their counterparts, new research suggests.
Macro Views | 27 Jul 16
Volatile 2016 may not be all bad, investors need to be agile
Investors will have to be much more nimble with decisions due to political risks ahead, but Brexit hasn’t clouded the outlook, said Daniel Murray, chief economist and head of research of EFG Asset Management’s wealth management business.
Best Practice | 27 Jul 16
IoM plans to enforce full commission disclosure worldwide
The Isle of Man regulator has announced plans to make it mandatory for international life companies based on the island to disclose to retail customers all commissions being paid to their financial adviser.
Tax & Regulation | 26 Jul 16
Brexit vote reignites debate over cuts to pensions tax relief
The UK’s decision to quit the European Union could lead to a raid on pensions tax relief, experts in the industry have warned.
Best Practice | 26 Jul 16
UK’s Cisi partners with Dubai University to offer courses
The UK’s Chartered Institute for Securities & Investment (Cisi) is teaming up with the University of Dubai to offer students internationally recognised financial qualifications.