Industry
Best Practice | 18 Jul 18
Are advisers overlooking a huge client pool?
Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.
Hong Kong set for Academy of Finance
Hong Kong’s finance sector is about to get a lot more academic after plans to set up an academy were boosted by the special administrative region’s monetary authority.
Cold-calling pension company vanishes with millions
An abusive UK pension company that pumped millions into notorious ‘storage’ investments has been shut down by the High Court.
Retirement | 17 Jul 18
Pension freedoms pioneering spirit is at risk
With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?
Carrick targets ultra-wealthy with family office launch
South Africa advisory firm Carrick Wealth has set up a family office to cater to the “unique needs” of ultra-high net worth individuals (UHNWIs).