Best Practice | 2 Nov 17
Imminent regulatory deadlines for financial advisers
A storm of new regulation in Europe is imminent, and waves of change also in prospect in other regions, which means advisers need to be up to speed with the implications for their businesses.
Latest news | 1 Nov 17
Generali Worldwide debuts DFM move in Brooks Macdonald tie-up
Generali Worldwide has formed a partnership with Brooks Macdonald to offer advisers and their clients a discretionary fund management service to sit alongside its life product offering for the first time.
Best Practice | 31 Oct 17
The best way to avoid the wrong type of client
The tricky area of client segmentation and why financial advisers need to do it is the focus for well-known industry figure Phil Billingham, in his second article looking at how firms can survive amid regulatory change.
Best Practice | 24 Oct 17
Analysis: Regulatory scrutiny keeping UK advisers on their toes
Advisers must stay on the ball as the UK regulator continues to tweak pension transfer rules in an attempt to get a handle on this rapidly evolving sector.
The Fry Group unveils global multi-wrapper platform
International financial adviser The Fry Group has joined forces with the UK platform Nucleus and fintech firm Independent Strategic Group (ISG) to create a global multi-currency and wrapper platform in key expat markets around the world.