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Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.
Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI's manager of ethics and integrity.
Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
Compliance with the Foreign Account Tax Compliance Act (Fatca) by those institutions affected by it is now well advanced, but the picture is much less clear for individuals affected by the new rules, says David Andrews, executive director (international private clients) at HFM Columbus.
Aspects of the international retail financial services market are perceived to lag behind several more mature domestic financial services markets, or certainly those in leading European economies, such as the UK, Germany and France, says Guy Vanner, managing director of AKG Financial Analytics.
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.
Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.
As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
Wayne Sorour, head of Old Mutual International South Africa, talks to us about the...
The UAE Insurance Authority (IA) is to issue a new...
The United States will become the last global tax haven...
HM Revenue & Customs boosted revenue from its counter-avoidance...
Nucleus chairman and Skandia founder Paul Bradshaw...
Malta has been accused of being a tax haven after a...