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Best Practice

Advisers should learn to be ‘never knowingly undersold’

Best Practice | 18 Jan 18

Advisers should learn to be ‘never knowingly undersold’

Advisers and planners have a key role in explaining the benefits of financial services and demonstrating the industry’s trustworthiness, according to an advice guru.

The five most in-demand investment trusts

Best Practice | 17 Jan 18

The five most in-demand investment trusts

The UK’s Association of Investment Companies has revealed the five most searched investment trusts on its website in 2017.

M&G not liable after son steals from account

Best Practice | 17 Jan 18

‘Hitman’ using Facebook data in offshore Bitcoin scam

Jersey’s regulator and financial crime unit have warned of email threats to send hitmen to people’s homes unless they make a substantial payment in Bitcoins.

Adviser rapped for misleading tax scheme ad

Best Practice | 15 Jan 18

French wealth tax restricted to real estate

French residents no longer have to pay a wealth tax on savings and investment income, after sweeping tax reforms came into effect limiting it to real estate.

Next gen clients hungry for financial knowledge – study

Best Practice | 15 Jan 18

Next gen clients hungry for financial knowledge – study

Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.