Five tech trends advisers need to watch

Five tech trends advisers need to watch

Adviser platforms, wealth managers, and financial advisers need to keep five key technology trends in mind as they navigate the ever-shifting financial services landscape, according to Alex Kerry, head of Winterflood Business Services.

Published : 9, Jan 2017
Top HMRC criminal cases of 2016

Top HMRC criminal cases of 2016

HM Revenue & Customs (HMRC) has revealed its 10 most significant fraud and organised crime cases of 2016. In the ongoing fight against tax evasion, HMRC prosecuted a range of tax fraudsters leading to 679 individuals being convicted for their part in tax crimes, with sentences for 2016 totalling more than 730 years.

Published : 9, Jan 2017
The best and worst FTSE sectors in 2016 revealed

The best and worst FTSE sectors in 2016 revealed...

New data from Financial Express Analytics reveals a stunning year for miners and oil companies and persistent trouble for telecoms and retailers.

Published : 3, Jan 2017
Scams and rogues of 2016

Scams and rogues of 2016

International Adviser revisits some of the biggest investment scams and scandals reported in 2016 as we look forward to the day when greater transparency delivers better client outcomes.

Published : 28, Dec 2016
The top five asset classes to target in 2017

The top five asset classes to target in 2017

As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.

Published : 22, Dec 2016
HMRC reveals 10 worst excuses for late tax returns

HMRC reveals 10 worst excuses for late tax returns...

Each year HM Revenue & Customs (HMRC) receives a number of unusual excuses from people who failed to file their self assessment tax return before 31 January.

Published : 22, Dec 2016
Which asset classes lost investors most money in 2016?

Which asset classes lost investors most money...

Thanks to the end-of-year ‘Trump rally’, 2016 has been a pretty good year for investors in risky assets. However, not all asset classes have fared so well.

Published : 20, Dec 2016
Top challenges facing global IFAs in 2017

Top challenges facing global IFAs in 2017

Advisers around the world give their views on how regulation, M&A activity and technology will affect their business in 2017.

Published : 20, Dec 2016
Which asset classes performed best in 2016?

Which asset classes performed best in 2016?

2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.

Published : 19, Dec 2016
Six things the UK gov’t can do to deter pension scammers

Six things the UK gov’t can do to deter pension...

The UK Government’s proposed ban on pensions cold-calling will deter scammers but must be just the start of a concerted effort to drive fraudsters out of the market, says AJ Bell.

Published : 9, Dec 2016
The 12 stocks to cash in on this Christmas

The 12 stocks to cash in on this Christmas

With Christmas is just around the corner, Ian Forrest, investment research analyst at The Share Centre, gives his tips on the 12 companies that could offer investors a present this festive season.

Published : 5, Dec 2016
Three financial adviser initiatives: Holborn Assets

Three financial adviser initiatives: Holborn Assets...

In the latest of our series of insights from financial advisers across the world, Keren Bobker, senior partner of Dubai-based Holborn Assets sets out three initiatives she is taking to build the business along best practice lines.

Published : 30, Nov 2016
Diving for pearls: Nine global funds worth considering

Diving for pearls: Nine global funds worth considering...

With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.

Published : 25, Nov 2016
Nine key changes from the UK Autumn Statement

Nine key changes from the UK Autumn Statement

Chancellor Philip Hammond took to the despatch box for his first and final Autumn Statement on Wednesday. To the relief on many he resisted further tinkering of the pension system.

Published : 23, Nov 2016
Seven changes advisers should expect from the Autumn Statement

Seven changes advisers should expect from the...

International Adviser rounds up the expert views on what to expect ahead of the UK chancellor Philip Hammond’s debut Autumn Statement on Wednesday.

Published : 22, Nov 2016
Ten weird and wonderful insurance policies

Ten weird and wonderful insurance policies

People often lump insurance into three categories: car, home, and life. While few would think of the world of insurance as an exciting place, Aegon has put together a list of 10 weird and wonderful insurance policies to brighten, what has been for some, a dreary week.

Published : 11, Nov 2016
Financial advisers around the world react to a Trump presidency

Financial advisers around the world react to a...

Following Donald Trump’s historic win in the US elections, International Adviser asked IFAs across the globe to give their views on the next president.

Published : 9, Nov 2016
The case for investing in fine wine and classic cars

The case for investing in fine wine and classic...

With investors facing increasingly poor returns from traditional investments, the case for putting your money in alternative investments such as wine, classic cars, stamps and whisky is getting stronger, says Adam Benskin, executive director at international IFA firm Strabens Hall.

Published : 27, Oct 2016
Top five challenges facing financial advisers around the world

Top five challenges facing financial advisers...

Financial advisers name the challenges facing the future of their businesses, from poor market performance and a challenging regulatory environment, according to a survey by Natixis Global Asset Management, which questioned 2,550 advisers across 15 countries.

Published : 14, Oct 2016
Why wealth managers need to change their business models

Why wealth managers need to change their business...

Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.

Published : 28, Sep 2016

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