Industry
Value Partners in fund distribution pact with Forbes
Hong Kong’s Value Partners has formed a strategic partnership to distribute funds with media company Forbes, which is branching into financial services.
Best Practice | 28 Sep 17
Client experience must be top adviser priority
Wealth managers need to consider client experience first if they are to prosper when the industry inevitably pivots away from its current focus on tax and regulatory changes, according to the keynote speaker at the International Adviser’s Future Advisory Forum Europe.
Broker woe and European legal costs weigh on Hansard results
Hansard Global has reported a drop in profits and a £1.1m ($1.4m, €1.2m) provision taken against ‘doubtful broker balances’ for the year ending June 2017.
Tax & Regulation | 27 Sep 17
Investment managers optimistic ahead of Mifid II
After a drop off in sentiment in the previous three months, asset and wealth managers in the UK are more optimistic about their overall business situation, according to the latest CBI/PwC Financial Services Survey.
Tax & Regulation | 27 Sep 17
Adviser group targets data regs ignorance
Some of the UK’s largest advice firms and networks representing around 2,000 businesses have joined forces with software specialist Intelliflo to form a group aimed at addressing a “significant lack of understanding” of EU data rules.




