Best Practice
Best Practice | 14 May 18
Five ways international pension transfers are changing
Pension transfers are “good business for good advisers”, according to Old Mutual Wealth, which has produced a five step best practice guide for international advisers.
Best Practice | 10 May 18
Australia moves to stop erosion of superannuation funds
The Australian Government has unveiled plans to ban exit fees and cap administration and investment fees to protect super accounts with low balances from excessive erosion.
Aussie advisers to pay for Royal Commission clean up
Financial institutions and advisers will be hit with higher levies after the Australian Government announced additional funding for two regulatory bodies to support their work with the ongoing Royal Commission.
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.