Profiles & Comment | 8 May 17
Why advisers need to ‘keep their mouths shut’
Award-winning adviser and author Deena Katz outlines the importance of conversation, academic training and the rise of fee-based advice in the US.
Capital gains tax in Portugal, how does it work?
Capital gains tax (CGT) liabilities in Portugal depend on whether a client is resident, non-resident or approved under the non-habitual residents regime, explains Jason Porter, director of European IFA firm Blevins Franks.
Chinese regulator ‘shows its teeth’ in insurance clampdown
China’s insurance regulator has issued its third warning in just nine days, announcing a clampdown on life insurers just weeks after the high-profile sacking of its top official in a corruption scandal that rocked the industry.
EEA ‘death bond’ investors receive $54.5m payout
Investors in the ill-fated EEA Life Settlements Fund will receive a $54.5m (£42.1m, €49.9m) payout for their shares in the so-called ‘death bonds’.
Best Practice | 3 May 17
Adviser defends CII qualifications against criticism
A UK adviser has defended international qualifications from the Chartered Insurance Institute (CII) against claims that they are of “no use to anyone” providing financial planning in overseas jurisdictions.