Best Practice
Best Practice | 8 May 18
Fraud avoidance tool launched by US regulator
The US Securities and Exchange Commission has launched an online search tool to help investors avoid financial fraud and make informed investment decisions.
Best Practice | 8 May 18
Landmark ruling restores confidence in Channel Island trusts
Confidence in the security of assets held in Jersey and Guernsey trusts has been restored following a recent ruling in the Privy Council, says Nick Robison, partner at law firm Babbé, which was involved in the case.
One-size-fits-all will not meet high net worth expat demands
Wealth managers will have to offer tailored products to high net worth expats if they want to succeed in the fiercely competitive sector, with non-resident Indians (NRI) and Chinese lucrative target markets, according to data and analytics company GlobalData.
Best Practice | 2 May 18
Pensioners risk turning their retirement stream into a flood
Retirees in drawdown are at risk of running out of money in retirement, as a third have no investment experience and two in five are not getting any financial advice or guidance, research from Zurich UK has found.
Best Practice | 1 May 18
No need to panic in Malta
While some confusion in the industry exists, Malta’s incoming pension regulations are common sense and there is no need to panic, industry sources have said.