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Best Practice

Mainstream ways of dealing with clients are ‘not working’

Best Practice | 23 Feb 18

Mainstream ways of dealing with clients are ‘not working’  

The traditional consultation-based approach to advising clients is an outdated practice that must end, according to Brian Foster, chief executive of Beyond RDR.

UK opens cryptocurrency inquiry

Alternatives | 22 Feb 18

UK opens cryptocurrency inquiry

Bitcoin, ether and other digital currencies are to come under scrutiny in the UK after the Treasury Committee announced on Thursday it has launched an inquiry into digital currencies and the technology behind them.

EU confirms insurance regulations delay

Best Practice | 22 Feb 18

Is the pan-European pension plan a flop in the making?

The pan-European personal pension product aims to make long-term savings simpler while providing greater mobility across EU borders but there are critics that say the scheme, unless radically rethought, is doomed to fail.

Best Practice | 21 Feb 18

Simplified IHT rules could go live in 2019

The UK’s Office of Tax Simplification (OTS) will publish a report on the processes and complexities around inheritance tax (IHT) in autumn 2018, opening the door to the possibility that IHT could be simplified within the next two years.

Asia | 21 Feb 18

Leading industry figures respond to the cryptocurrency mania

As cryptocurrencies grab headlines with sky-high valuations, governments and the financial industry remain split over how to respond.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.