Best Practice

Best Practice | 19 Mar 18

Many fund selectors believe clients often end up damaging their own portfolios when insisting on bad investment ideas, according to a survey conducted at our sister publication Expert Investor’s Pan-European Congress in Rome.

Best Practice | 19 Mar 18

Ian Kloss, Old Mutual International’s Head of Region (SE Asia) & CEO Singapore, talks innovation in the Asian IFA Market.

Best Practice | 16 Mar 18

The disclosure scheme that allows US taxpayers hiding offshore accounts to come clean and face more lenient penalties will close in September 2018, the Internal Revenue Service (IRS) announced this week.

Asia | 16 Mar 18

In separate moves, Hong Kong’s Securities and Futures Commission (SFC) this month has gone after UBS, Deutsche Bank and brokerage firm CLSA for regulatory breaches.

Best Practice | 15 Mar 18

When markets fall, consumers who have transferred out of a defined benefit (DB) scheme and started accessing their pots could potentially face a crisis in their retirement, a director from advice firm Tuto Associates has argued.