Profiles & Comment | 6 Mar 17
Bringing Spain’s financial advice up to Speed
Andrea Speed is leading by example in trying to improve the quality of advice and industry practice in Spain.
Ireland triples tax take from super wealthy, raking in €500m
More than half a billion euros was collected by the Irish tax authorities last year from 571 of the country’s wealthiest individuals.
Aus bank boss nabs pay rise despite fleecing advice clients
At a grilling in parliament on Friday, the chief executive of the National Australia Bank revealed its head of financial planning had received a 36% pay rise even after it emerged customers had been charged A$34.7m ($26m, €25m, £21.5m) for advice they did not receive.
Best Practice | 3 Mar 17
Understanding estate planning in France
Estate planning in France is made far more challenging by ‘forced heirship’ succession law and inheritance tax rates of up to 60%, explains Jason Porter, director of European IFA firm Blevins Franks. The regime is particularly daunting for complex family situations.
Investment | 2 Mar 17
Lyxor launches green bond Ucits ETF
Lyxor Asset Management, the European fund manager wholly owned by Societe Generale, has launched what it claims to be the world’s first green bond exchange-traded fund (ETF).