Best Practice | 28 Feb 18
Mortgage advisers upskill as wealth advisers through Openwork
The first group of candidates have embarked on Openwork’s “Route to Wealth”, a study programme that supports firms upskilling their mortgage advisers to become fully qualified wealth advisers.
Offshore bond consolidation rattles advisers warns Canada Life
The recent trend of closed book market consolidators buying up international life company books of business has distracted its competitors and can be an issue for adviser firms, the managing director of Canada Life International, Sean Christian, has warned.
Hung Italian parliament is best for investors
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
SJP Asia reports strong growth as global inflows rise 40%
Funds under management rose 28% at St James’s Place Asia in 2017, with the company reporting regional gross inflows and growing adviser numbers.
Eastspring commits to responsible investing
Eastspring Investments has strengthened its commitment to environmental, social and governance (ESG) investing after signing up to the United Nations Principles for Responsible Investment (PRI).
