Industry
FCA platform switching proposals fall flat with industry
In specie transfers, exit fees and share class conversion among the issues
Financial advisers globally expect their jobs to disappear
Fintech to take its toll on the sector as CFA Institute members expect skillset overhaul
Novia Global rolls out international Sipp for UK expats
Drop off in Qrops and post-pension freedom legislation changes fuel demand
IFAs ‘squandering vast numbers of hours’ by not embracing tech
Those slow to adopt technology lose over eight weeks of work per year
The world’s about to get complicated – start asking your network these questions:
During the past decade, our industry has experienced tremendous growth in the financial services markets and never more so than within the international space. In consequence, global regulators have hardened their attitude towards operating standards and now fully expect wealth management firms to be competent, well run organisations that can deliver appropriate solutions at the right price, and treating customers fairly has never been more in focus. […]