Best Practice
Best Practice | 13 Jun 16
How to maximise pension benefits with Qrops – Boal & Co
Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.
Spotlight on financial adviser Carrick Wealth’s training academy
Earlier this year, South Africa-based Carrick Wealth launched its flagship Invictus programme, a training academy aimed at the company’s would-be advisers.
Best Practice | 9 Jun 16
How to use professional connections to do succession planning
In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.
Australian regulator moves to enforce ‘client first’ rule
The Australian corporate regulator has decided to prosecute a financial advisory business for alleged breaches of a new law which requires firms to ensure their advisers put the interests of clients first.
Best Practice | 7 Jun 16
UK advisers working longer hours, charging £157 per hour
More than a quarter of UK financial advisers are working longer hours, charging an average hourly rate of £157 ($226, €199), according to research from British insurer Prudential.