Best Practice
Best Practice | 27 Jan 17
Fee-based 1% model ‘overcharging’ UK clients, study finds
UK consumers are being overcharged by advisers who levy a percentage point fee on the value of the assets a client invests, with too much money going into the pockets of wealth managers, according to a new report by Capital Asset Management.
Best Practice | 25 Jan 17
Structured products – leading the change towards better outcomes for customers
Structured products are typically fixed-term investments that pay-out an amount that is linked to the performance of another asset or set of assets (such as a stock market index or indices).
HK investors prefer commission-based model, survey finds
Investors in Hong Kong still prefer a commission-based charging structure when it comes to paying for wealth management services, while their mainland Chinese counterparts are increasingly opting for a fee-based model, according to the Hong Kong Investment Funds Association (HKIFA).
South African IFA firm kicks off adviser internship programme
Cape Town-headquartered IFA firm Carrick Wealth has launched an internship programme for university graduates as part of the Carrick Development Academy (CDA) Graduate Programme.
Best Practice | 23 Jan 17
Using Qnups in retirement wealth planning
In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.