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Product Spotlight: review of Hansard Vantage Platinum II

Product Spotlight: review of Hansard Vantage Platinum...

In the second of a series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on Hansard's regular premium product called Vantage Platinum II.

Published : 28, Sep 2016
Five views on how int'l life offices can grow market share

Five views on how int'l life offices can grow...

How will international life companies retain and build on their market share of the financial services industry in the years ahead?

Published : 27, Sep 2016
Two-thirds taking cash from pensions did not seek advice

Two-thirds taking cash from pensions did not seek...

Two-thirds of recent UK retirees who took cash from their pension pots during their first year of retirement did so without seeking any professional advice.

Published : 23, Sep 2016
Australia's Westpac to remove sales incentives for staff

Australia's Westpac to remove sales incentives...

One of Australia's big four banks, Westpac Banking Corp, has announced plans to remove all product related incentives from frontline staff in its retail branches as part of efforts to rebuild trust with its customers.

Published : 23, Sep 2016
Europe remains the ‘wild west’ for adviser qualifications

Europe remains the ‘wild west’ for adviser qualifications...

Clients receiving poor advice from inadequately qualified financial advisers has made some parts of Europe like working in the ‘wild west’, according to Andrea Speed, head of Spanish IFA firm Speed Financial Solutions.

Published : 22, Sep 2016
International Adviser Best Practice Adviser Awards 2016 results

International Adviser Best Practice Adviser Awards...

The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Europe region were announced on Wednesday afternoon at London’s Waldorf Hilton Hotel, held directly after our Future Advisory Forum Europe.

Published : 21, Sep 2016
Advisers losing out due to customer experience not price

Advisers losing out due to customer experience...

Advisers are losing business because they are failing to provide clients with a good customer experience, not because other companies are beating them on price, according to Rod Bryson, principal - wealth, long-term savings and insurance at Capgemini Consulting.

Published : 21, Sep 2016
Hong Kong adviser aims to triple client base within a year

Hong Kong adviser aims to triple client base within...

Chief executive Phil Neilson talks about starting Just Service HK from scratch, the future of fintech and ambitions to triple his client base from 500 to 1,500 over the next 12 months.

Published : 21, Sep 2016
Fecif launches EU regulatory database for advisers

Fecif launches EU regulatory database for advisers...

Advisers across Europe will be able to stay ahead of regulatory and legislative changes following the launch of a database and documents library by the European Federation of Financial Intermediaries and Financial Advisers (Fecif).

Published : 19, Sep 2016
IA Tech Roundup: Stop talking in future tense

IA Tech Roundup: Stop talking in future tense

Much has been written about the disruptive impact technology has and is liable to continue to have on the financial services sector but the point, however, is to take some action.

Published : 16, Sep 2016
Industry changing rules on UAE funds get official green light

Industry changing rules on UAE funds get official...

New mutual fund charges and regulations that could have a dramatic effect on the number of funds offered on international platforms and within life insurance wrappers have become law in the United Arab Emirates.

The world will ban commission within five years, says JPMAM

The world will ban commission within five years,...

Regulation is moving at such a fast pace that within five years all financial services markets around the world will ban commission and implement an RDR-like regime, Jasper Berens, head of UK funds at JPM Asset Management has predicted.

Published : 15, Sep 2016
International Adviser Life Awards 2016 results

International Adviser Life Awards 2016 results...

The International Adviser International Life Awards 2016 were announced on Wednesday at London’s The Langham Hotel during a dinner held after our flagship life industry conference, the Fund Links Forum.

Published : 14, Sep 2016
UK may force insurers to pay for pensions dashboard

UK may force insurers to pay for pensions dashboard...

A UK Treasury official has said the government is looking at introducing a law that would force pension providers to pay towards creating the pensions dashboard.

Published : 13, Sep 2016
Hansard Int’l launches instant withdrawal tool for advisers

Hansard Int’l launches instant withdrawal tool...

Hansard International has introduced an online tool that enables financial advisers to request instant withdrawals on behalf of their clients via its adviser-dedicated platform Hansard Online (HOL).

Published : 12, Sep 2016
Date set for Hammond’s autumn UK statement

Date set for Hammond’s autumn UK statement

The UK’s newly installed chancellor of the exchequer Philip Hammond is to make his first autumn statement in the house of commons on 23 November, putting his own stamp on the treasury and setting out the financials post the Brexit vote.

Published : 9, Sep 2016
Don’t dismiss fintech revolution, but don’t romanticise it

Don’t dismiss fintech revolution, but don’t romanticise...

A random walk through the world of wealth management.

Published : 8, Sep 2016
Schroders joins European financial adviser association Fecif

Schroders joins European financial adviser association...

Schroders has become the latest associate member to join Fecif, the European Federation of Financial Intermediaries and Financial Advisers.

Published : 7, Sep 2016
Why in-specie life bond transfers are too often overlooked

Why in-specie life bond transfers are too often...

International portfolio bonds and in-specie transfers can be hugely beneficial to those who have worked abroad for multiple companies and have amassed a collection of international shareholdings, says Norrie Little, head of propositions for Hansard International.

Published : 6, Sep 2016
Dubai regulator fines insurer for sales outside permitted zone
Dubai regulator fines...

The Dubai Financial Services Authority (DFSA) has cracked...

Europe remains the ‘wild west’ for adviser qualifications
Europe remains the ‘wild...

Clients receiving poor advice from inadequately qualified...

Bahamas files leak exposes former EU official's links to offshore firms
Bahamas files leak exposes...

A new cache of 1.3 million documents from the Bahamas...

Australian stockbroker took financial ‘advice’ from psychic
Australian stockbroker...

The head of a failed Australian stockbroking firm,...

Australian regulator ends legal case against two LM directors
Australian regulator...

The Australian corporate regulator has abandoned a...

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