preach importance of planning
When people are asked what they hope their retirement will be like, they use words like “freedom” and “happiness”, and describe being able to do things that they enjoy; but when asked how they actually expect their lives to be after they retire, many admit that things may not be quite as agreeable as envisaged.
julius baer opens eighth german office
Julius Baer has opened an office in Mannheim, Germany, its eighth in the country.
solvency II to be delayed for two years
The European Commission is to delay the implementation of the Solvency II Directive for two years until 1 January 2016.
Profiles & Comment | 2 Oct 13
a design for life business strategies with
An increasingly complex market environment means that today’s IFAs must be far more skilled than their predecessors if they are to truly work in their clients’ best interests. A structured training programme has become a vital tool in ensuring good long-term returns, as Mondial (Dubai) are discovering
third of uk funds aum from overseas clients
The UK has been a beneficiary of the globalisation of the fund management industry, according to new research from TheCityUK, with more than a third of funds under management in the UK, or around £2trn, coming from overseas clients.