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
Gold alternatives in the post-Brexit world

Gold alternatives in the post-Brexit world

With gold having been one of 2016’s most popular defensive strategies against persisting low returns and the struggle for income, Legal & General Investment Management’s multi-index fund range manager Justin Onuekwusi outlines four alternatives to gold for the post-Brexit world.

Published : 26, Sep 2016
Five challenges and opportunities facing global asset managers

Five challenges and opportunities facing global...

Prominent figures in the asset management industry give their views on the challenges and opportunities facing the sector at International Adviser’s Fund Links Forum 2016.

Published : 16, 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
Five questions the UK’s autumn statement needs to answer

Five questions the UK’s autumn statement needs...

With a date of 23 November now set for chancellor Philip Hammond’s first autumn statement, AJ Bell senior analyst Tom Selby has outlined five questions Hammond needs to answer when he takes to the despatch box.

Five myths about investing for children

Five myths about investing for children

With the new school year about to start in the UK, Fidelity International’s investment director for personal investing, Tom Stevenson, debunks five myths about investing for children.

Published : 22, Aug 2016
Bubble warning: Five indicators to watch out for

Bubble warning: Five indicators to watch out for...

As the old strategy of “sell in May” has proved a failure thus far in 2016, Russ Mould, investment director at AJ Bell, looks at five indicators investors can use to judge whether there are further gains to be made or whether markets are entering bubble territory.

Published : 11, Aug 2016
Advisers, platforms to drive global ETF assets to over $7trn

Advisers, platforms to drive global ETF assets...

Growth in exchange traded funds (ETFs) is expected to accelerate over the next five years driven by financial advisers and platforms, with global assets under management (AUM) set to exceed $7trn (£5.3trn, €6.3trn) by 2021, according to a PwC report.

Published : 29, Jul 2016
Don't give up on UK dividends

Don't give up on UK dividends

From mid-caps to life insurance companies, wealth managers and oil giants, there are still plenty of opportunities for income earning post-Brexit, argue UK equity income managers.

Published : 8, Jul 2016
How competitive will London be post-Brexit?

How competitive will London be post-Brexit?

Is London's spot as the number one financial hub threatened and which financial centres will benefit the most from the United Kingdom's decision to leave the European Union? PA gathered views from the Mayor of London and three industry figures.

Published : 5, Jul 2016
AJ Bell lays the odds for UK post-Brexit reforms

AJ Bell lays the odds for UK post-Brexit reforms...

With UK chancellor George Osborne having abandoned his plans to generate a budget surplus by 2020 following Brexit, AJ Bell senior analyst Tom Selby gives his odds on whether HM Treasury will adopt any of the six radical money saving options available to them and if the Pensions Bill will be delayed.

Published : 1, Jul 2016
The best and worst funds of the first half

The best and worst funds of the first half

While gold funds were the out and out winners of the first half of the year, the worst performers were much more of a mixed bag.

Published : 1, Jul 2016
Clients unclear about how much insurance cover needed

Clients unclear about how much insurance cover...

Perception and reality differ significantly when it comes to how families around the world think they will be impacted if the main earner suffers from critical illness, disability or worse without appropriate cover, says Zurich.

Published : 28, Jun 2016
Expert views on the UK's Brexit vote

Expert views on the UK's Brexit vote

Members of International Adviser's Tax & Technical Panel give their views on the outcome of Britain's decision to leave the European Union.

Published : 24, Jun 2016
What will a 'Brexit' mean for my pension?

What will a 'Brexit' mean for my pension?

With the referendum on whether or not the UK will leave the European Union only days away, Aegon has addressed some of the concerns about how a vote to leave could impact pensions.

Published : 20, Jun 2016
UK funds feel the Brexit effect, but FX remains best barometer

UK funds feel the Brexit effect, but FX remains...

With Brexit now less than two weeks away, the volume of commentary finding its way into our sister publication Portfolio Adviser’s inbox is growing rapidly. For your convenience they have placed all the most interesting investment ideas into one place .

Published : 16, Jun 2016
Three financial adviser initiatives: Aisa

Three financial adviser initiatives: Aisa

In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.

Published : 15, Jun 2016
Potential pitfalls of the Lifetime Isa - Royal London

Potential pitfalls of the Lifetime Isa - Royal...

To be introduced in the UK in April 2017, the Lifetime Isa (Lisa) is intended to incentivise people to save for their first home, their retirement, or both. But research published by the independent Pensions Policy Institute (PPI), sponsored by Royal London, compares the tax-free savings scheme with its international counterparts and highlights some challenges that may arise.

Published : 14, Jun 2016
How to use professional connections to do succession planning

How to use professional connections to do succession...

In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.

Published : 9, Jun 2016
Three initiatives to develop a financial adviser’s business

Three initiatives to develop a financial adviser’s...

In the first of a series of insights from financial advisers across the world, David Pugh, director of The Fry Group, Singapore, sets out three initiatives he is taking to build the business along best practice lines.

Published : 1, Jun 2016
Dubai regulator fines insurer for sales outside permitted zone
Dubai regulator fines...

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

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

The Australian corporate regulator has abandoned a...

Novia Global expands into Middle East, teams up with PWS
Novia Global expands...

Novia Global, the international platform arm of UK-based...

Why wealth managers need to change their business models
Why wealth managers need...

Faced with an increasing pressure on margins and the...

HMRC wins latest battle against adviser's £916m tax-dodging scams
HMRC wins latest battle...

The UK tax office has won its tenth legal case against...

Sponsored Content

OTHER STORIES FROM LAST WORD...