Analysis: Funds playing a dangerous game of liquidity

Analysis: Funds playing a dangerous game of liquidity...

On 22 August, doorstep lender Provident Financial hit investors with a devastating triple-whammy – a profit warning (its second in a matter of months), an FCA investigation into its credit card subsidiary Vanquis Bank and the resignation of disgraced CEO Peter Crook.

Published : 13, Oct 2017
Analysis: Green investing has an image problem

Analysis: Green investing has an image problem...

If anything, the flurry of studies during this year's Good Money Week have proved that green investing has to overcome a number of hurdles before it really takes off.

Published : 10, Oct 2017
ANALYSIS: Is the Trump trade back on?

ANALYSIS: Is the Trump trade back on?

Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.

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
Analysis: The big opportunity overlooked by IFAs

Analysis: The big opportunity overlooked by IFAs...

The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.

Published : 3, Oct 2017
The unknowns and knowns for UK equities

The unknowns and knowns for UK equities

Amid all the uncertainty surrounding sterling and the UK economy, what is clear is the potential that this type of environment creates for talented active managers to generate alpha for their clients.

Published : 2, Oct 2017
Ten technology challenges facing financial advisers

Ten technology challenges facing financial advisers...

Find out which are the 10 most disruptive technological forces that are affecting the financial services industry, and what financial advisers need to do to avoid perishing in the new world order.

Published : 27, 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
Has German election killed the European Spring?

Has German election killed the European Spring?...

Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.

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
Wealth managers swap cash for bonds as caution persists

Wealth managers swap cash for bonds as caution...

Having hit a high of 9% in June, wealth managers cut their weighting in cash to 6.99% in the past three months in the Trustee MPI low-risk mandates.

Published : 25, Sep 2017
Four countries that slash non-dom IHT bills

Four countries that slash non-dom IHT bills

Four countries have long-established tax treaties that give UK-non-doms from these jurisdictions a hugely advantageous opportunity to minimise paying inheritance tax on their worldwide assets.

Published : 25, Sep 2017
Analysis: A new regulatory era in the Middle East

Analysis: A new regulatory era in the Middle East...

As the pace of regulatory change in the Middle East shows no sign of letting up, many operators within the region are predicting unprecedented change for financial services.

Published : 25, Sep 2017
Analysis: Nexus targets expats amid big changes in Asia

Analysis: Nexus targets expats amid big changes...

A major international life company acquisition, a Singapore advice firm pushing into the expat space and a new insurance regulator in Hong Kong mean more change for Asia.

Published : 21, Sep 2017
Analysis: How should expats prepare for post-Brexit times?

Analysis: How should expats prepare for post-Brexit...Lock icon

One key focus in the highly charged and frustrating negotiations between London and Brussels is aimed at securing a deal to protect the rights of those already living abroad.

Published : 19, Sep 2017
Analysis: Reasons to be cheerful for offshore bonds into UK

Analysis: Reasons to be cheerful for offshore...

As the headlines focus on the twists and turns of the Brexit talks, is there reason to be cheerful about offshore bond sales into the UK, and could there even be a renaissance for this long-standing HM Revenue & Customs-approved tax wrapper?

Published : 18, Sep 2017
Conflict of views on offshore bond IHT rules vexes adviser

Conflict of views on offshore bond IHT rules vexes...

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

ANALYSIS: Why a world of low-returns is here to stay

ANALYSIS: Why a world of low-returns is here to...

Is 5% all an investor can hope for in returns over the next 10 years? With both investment managers and the regulator singing from the same hymn sheet, it appears this may well be the case.

Published : 5, Sep 2017
Analysis: Why cash ISAs have lost their shine

Analysis: Why cash ISAs have lost their shine

Cash Isas are on the wane while the amount of money pumped into stocks and shares Isas is growing, but why is this and who is responsible?

Published : 4, Sep 2017
Is now the time to be flocking into bonds?

Is now the time to be flocking into bonds?

Investors' love affair with bond funds shows no signs of abating, with recent statistics from FundsNetwork showing the Sterling Corporate Bond sector was the most purchased peer group in July.

Published : 1, Sep 2017

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FCA bans adviser spouses for 'calculated' deception
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