Best Practice | 2 Aug 17
Questions advisers must ask before clients move to Portugal
UK advisers with clients looking to move to Portugal and make the most of tax-efficient opportunities but avoid costly mistakes need to consider seven key questions, according to international wealth and tax management firm Blevins Franks.
Best Practice | 2 Aug 17
‘Common sense’ prevails in FCA’s insistent client guidelines
Updated guidance on how UK advisers should deal with clients who insist on going against their advice has been welcomed as “common sense” by Old Mutual Wealth’s chief distribution officer Richard Freeman.
North America | 2 Aug 17
Defunct Ethical Forestry investors urged to claim compensation
Investors in collapsed Costa Rican tree investment group Ethical Forestry have been urged to make claims for compensation on the grounds that their original investment could have been mis-sold.
Australian boutique eyes London expansion with fund launch
Australian investment manager Antipodes Partners has launched a global equity fund to the UK market ahead of plans to expand its London office later this year.
Singapore advice firm loses case against competition watchdog
Singapore’s Competition Appeal Board (CAB) has dismissed an appeal from IPP Financial Advisers to reduce the fine it was handed after being found guilty of colluding with other advice firms to force a competitor to withdraw a life product commission rebate offer.