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FCA warns more products needed for ageing population

FCA warns more products needed for ageing population...

The UK Financial Conduct Authority has warned that as more people reach retirement, more needs to be done to provide financial products and services for the elderly.

Published : 17, Oct 2017
Nearly 50% of UAE advisers ‘anxious’ about new rules

Nearly 50% of UAE advisers ‘anxious’ about new...

Almost half of UAE advisers admit to anxiety about new rules that will affect how they operate and say that they “need to change now” to be ready for them, according to a survey into forthcoming regulations conducted by Zurich Middle East.

Published : 17, Oct 2017
Singapore Best Practice Adviser Award winners revealed

Singapore Best Practice Adviser Award winners...

The winners in Singapore for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 12 October at the Marina Mandarin Hotel in Singapore.

Published : 13, Oct 2017
Expats in the firing-line on 'revived dementia tax'

Expats in the firing-line on 'revived dementia...

A "scaremongering" comment from a UK government minister to raid property to pay for long term care could have knock-on implications for expats post-Brexit.

Published : 12, Oct 2017
Benchmark sets ‘comfortable’ UK retirement goal

Benchmark sets ‘comfortable’ UK retirement goal...

A series of national income targets could be used to help pension savers understand whether they are on track for a comfortable retirement, the Pension and Lifetime Savings Association (PLSA) has proposed.

Published : 11, Oct 2017
Hong Kong Best Practice Adviser Award winners revealed

Hong Kong Best Practice Adviser Award winners...

The winners in Hong Kong for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 10 October at the Island Shangri La Hotel in Hong Kong.

Published : 11, Oct 2017
Not all trusts need to register clarifies HMRC

Not all trusts need to register clarifies HMRC...

HMRC has issued new guidance for users of its online trust registration service and confirmed the circumstances in which offshore trusts do not need to register.

Published : 10, Oct 2017
Three ways retirement in UAE will change beyond recognition

Three ways retirement in UAE will change beyond...

Retirement in the sunny UAE looks set to change beyond recognition according to research by Old Mutual International and Quilter Cheviot.

Published : 10, Oct 2017
Advisers failing clients on social responsibility

Advisers failing clients on social responsibility...

Financial advisers are failing customers by not providing them with information on the environmental and social impact of their investments, a survey has found.

Published : 9, Oct 2017
UK adviser launches 'world citizen' planning service

UK adviser launches 'world citizen' planning service...

UK financial adviser firm Perceptive Planning has launched a collaborative initiative aimed at engaging with advisers who have internationally mobile clients.

Published : 6, Oct 2017
South Africa Best Practice Adviser Award winners revealed

South Africa Best Practice Adviser Award winners...

The winners in South Africa for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 5 October at the Vineyard Hotel in Cape Town.

Published : 5, Oct 2017
Demonstrating value to clients when using DFMs

Demonstrating value to clients when using DFMs...

The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?

Published : 4, Oct 2017
IFA investment planner service launched by FE Analytics

IFA investment planner service launched by FE...

Investment research firm FE Analytics has launched a service to help IFAs meet suitability requirements and deliver consistent investment advice.

Published : 2, Oct 2017
How to negotiate complex tax issues for US expats

How to negotiate complex tax issues for US expats...

Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.

Published : 29, Sep 2017
Hurricane of legislation to hit advisers

Hurricane of legislation to hit advisers

A hurricane of difficult regulation is to going hit the European financial advice industry, and for some companies and countries it is already too late, the audience of IFAs at International Adviser’s Future Advisory Forum Europe heard on Thursday.

Published : 28, Sep 2017
Europe Best Practice Adviser Award winners revealed

Europe Best Practice Adviser Award winners revealed...

The winners in Europe for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 28 September at the Waldorf Hilton in London.

Published : 28, Sep 2017
New blood lacking in advice industry

New blood lacking in advice industry

Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.

Published : 28, Sep 2017
Case study: how trusts can shield non-doms from new rules

Case study: how trusts can shield non-doms from...

With the UK Government now implementing tougher rules for non-doms, RL360°’s head of technical services Neil Chadwick explores the implications and possible solution using a multi-jurisdictional case study.

Published : 26, Sep 2017
The best way forward for fees and commission

The best way forward for fees and commission

A road plan for adviser remuneration is set out by Phil Billingham in the first of a new series looking at how to thrive amid ongoing regulatory change, including reactions from three IFAs across the globe.

Published : 26, Sep 2017

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Four types of tax evaders targeted in HMRC campaign
Four types of tax evaders...

Tax investigators are ramping up the pressure on tax...

Expat pensions at risk admits UK chancellor
Expat pensions at risk...

UK chancellor Philip Hammond has admitted the government...

FCA bans adviser spouses for 'calculated' deception
FCA bans adviser spouses...

The Financial Conduct Authority (FCA) has barred John...

'Outdated' EU directive will swamp advisers warns expert
'Outdated' EU directive...

International financial adviser Mazars has warned the...

Benchmark sets ‘comfortable’ UK retirement goal
Benchmark sets ‘comfortable’...

A series of national income targets could be used to...

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