China Everbright acquires US asset manager
The real estate asset management arm of Hong Kong-listed China Everbright has acquired Texas-based, real estate investment specialist Arrow.
Best Practice | 1 Mar 18
Pros and cons of deleting client data
Financial advisers need to establish a data management policy that balances the rights of the client against the firm’s right to meet regulatory requirements or potentially defend a legal claim, according to Nick Eatock, executive chairman of UK based back office software support Intelliflo.
First batch of UAE tax agents registered
Registered tax agents will soon be working in the UAE for the first time, as the Federal Tax Authority (FTA) has confirmed the first recruits are now fit to operate.
Best Practice | 28 Feb 18
Mortgage advisers upskill as wealth advisers through Openwork
The first group of candidates have embarked on Openwork’s “Route to Wealth”, a study programme that supports firms upskilling their mortgage advisers to become fully qualified wealth advisers.
Offshore bond consolidation rattles advisers warns Canada Life
The recent trend of closed book market consolidators buying up international life company books of business has distracted its competitors and can be an issue for adviser firms, the managing director of Canada Life International, Sean Christian, has warned.