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Ten things advisers should know about millennials

Investment | 20 Apr 16

Ten things advisers should know about millennials

Millennials represent the biggest shift in consumer preferences and behaviour ever seen in a single generation. Stephen Wynne-Jones, head of marketing at Cofunds, discusses 10 characteristics advisers need to know about these 20-30 somethings.

Prudential a step closer to £100m HMRC tax refund

Life | 20 Apr 16

Prudential a step closer to £100m HMRC tax refund

UK insurer Prudential has moved closer to securing a tax refund worth more than £100m ($143.4m, €126.5m) from HM Revenue and Customs (HMRC) in a long-running dispute over claims the tax office broke EU rules.

New ‘smart beta’ fixed income ETFs launched in Italy

Europe | 20 Apr 16

New ‘smart beta’ fixed income ETFs launched in Italy

ETF Securities and Lombard Odier Investment Managers have jointly launched a range of ‘smart beta’ fixed income exchange-traded funds (ETFs) on the Italian stock market.

Fraudsters ordered to pay £11m in massive boiler room scam

Tax & Regulation | 20 Apr 16

Fraudsters ordered to pay £11m in massive boiler room scam

Fraudsters who conducted one of the largest boiler room fraud schemes ever pursued by a UK authority have been ordered to pay their victims £11m ($15.8m, €13.9m) in compensation, the UK’s Serious Fraud Office (SFO) has revealed.

ANALYSIS: Smart investors may be buying rather than selling this summer

Macro Views | 19 Apr 16

ANALYSIS: Smart investors may be buying rather than selling this summer

As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.