Best Practice

Best Practice | 5 Dec 17

Providing financial advice to a family running a business is complex, according to a Europe-wide study that highlighted challenges around growing a business and managing its wealth across generations.

Best Practice | 5 Dec 17

David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.

Asia | 4 Dec 17

HM Revenue & Customs has removed all 19 Hong Kong recognised overseas pension schemes (Rops) from its online notification list.

Best Practice | 1 Dec 17

Regulators are encouraging financial advisers to go deeper with due diligence exercises when selecting products and services for their customers, and to piece together an audit trail, says AKG’s Matt Ward.

Best Practice | 30 Nov 17

Guernsey Finance chief executive Dominic Wheatley is “not sure what more we’re expected to do” to help improve transparency in the fight against offshore tax evasion, he told International Adviser.