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Industry

Sanlam merges wealth arms, courts advisers in SJP challenge

Companies | 13 Oct 16

Sanlam merges wealth arms, courts advisers in SJP challenge

Sanlam UK is to set up a new division encompassing its discretionary fund management and financial advice divisions and launch a partnership initiative for advice firms to join the group in a move that challenges St James’s Place’s existing model.

Robo-advice done right will be bespoke and regulated

Technology | 13 Oct 16

Robo-advice done right will be bespoke and regulated

EValue founder Bruce Moss says robo-advice has the potential to irrevocably alter the consumer experience in the financial services industry, but it has to live up the regulatory standards and bespoke nature of traditional advice.

Jupiter sees Q3 fund inflows of £0.8bn, extends global footprint

Companies | 13 Oct 16

Jupiter sees Q3 fund inflows of £0.8bn, extends global footprint

London headquartered Jupiter Fund Management saw mutual fund net inflows of £0.8bn ($0.97bn, €0.88bn) in the third quarter of this year, fuelled by extending its relationships with key distributors on a global basis.

Australia code of practice for life insurers gets thumbs up

Life | 12 Oct 16

Australia code of practice for life insurers gets thumbs up

A number of Australia’s major life insurers have endorsed the Financial Services Council’s Life Insurance Code of Practice, saying it should help to build consumer trust in the industry.

Top tax advisers react to HMRC tax avoidance clampdown plans

Tax & Regulation | 12 Oct 16

Top tax advisers react to HMRC tax avoidance clampdown plans

Two leading tax advisers have reacted to HM Revenue & Customs’ discussion document ‘Strengthening Tax Avoidance Sanctions and Deterrents’ following the closure of its consultation phase on 12 October.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.