Mainstream ways of dealing with clients are ‘not working’
The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.
Analysis 21 Feb 18
Leading industry figures respond to the cryptocurrency mania
As cryptocurrencies grab headlines with sky-high valuations, governments and the financial industry remain split over how to respond.
Three adviser wish lists for future IHT overhaul in UK
Inheritance tax rules are yet again set to change in a bid by the UK chancellor Philip Hammond to simplify the process.
Mark Mobius to launch his own EM fund – report
The emerging markets optimist is reportedly starting his own fund management firm and has also joined the investment committee of Mumbai-based venture capital firm Equanimity Investments, according to local media reports in India.
Empowering South Africa’s female financial planners
Women financial planners in South Africa are on the rise and pushing to represent a third of the certified financial planning industry by the end of 2018.
Are UAE advisers facing an era of greater regulatory scrutiny?
Following a landmark Dubai court case where an adviser was convicted of operating without a licence, there are indications that regulators in the UAE are about to step up their enforcement efforts.