Best Practice
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.
Damning revelations from Australia’s Royal Commission
The second week of Australia’s Royal Commission into financial advice was not a let-down after a jaw-dropping first week. Click through the slides below to see what happened…
Best Practice | 25 Apr 18
Six insights into what non-resident Indians want
What are the main concerns that non-resident Indians who live in the UAE have about their own financial planning needs and how can advisers help?