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The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.
Features 22 Feb 18
Is the pan-European pension plan a flop in the making?
The pan-European personal pension product aims to make long-term savings simpler while providing greater mobility across EU borders but there are critics that say the scheme, unless radically rethought, is doomed to fail.
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.
Advisers across the globe say qualifications are far too low
Nearly half of the advisers worldwide regard the level of financial qualifications in their region as far too low, with those in Asia far more concerned that any other, according to the results of a poll by International Adviser.
How The Fry Group improved client outcomes with technology
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
How investment residency differs in three European countries
There is an ever-growing interest in citizenship-by-investment programmes and investment residence permits from high net-worth individuals.
Watch out: Snoopers’ charter, day of the Mifid, UAE promo licence
As new regulations begin to challenge the individual’s right to privacy, some legal professionals are calling for test cases to try the law.
South African advisers win praise for high learning standards
A dedication to career-long learning and meeting ongoing qualification requirements means certified financial advisers in South Africa are being praised around the world by industry experts.