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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Members of International Adviser's Tax & Technical Panel give their views on the outcome of Britain's decision to leave the European Union.
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.
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 .
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.
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.
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.
Axa Wealth International on the Isle of Man has been...
The Portuguese government is looking at plans to introduce...
Merrill Lynch, one of the ‘big four’ investment banks...
Now is the time for advisers to help their non-UK-domiciled...
An annual property tax proposed last week by the Portuguese...