Europe
Best Practice | 19 Dec 17
Ready or not, here Mifid comes
Mifid II comes into effect on 3 January, and while many advisers remain woefully unprepared, significant benefits will make the sleepless nights worthwhile.
Alternatives | 18 Dec 17
Fund selectors talk up ESG but slow to take action
Almost 60% of fund selectors believe environmental, social, and governance (ESG) strategies will become more integrated into portfolios, though most currently have low or no weighting towards these strategies, according to a survey.
Best Practice | 18 Dec 17
Financial advisers face uncertain 2018
Advisers are facing political, economic and regulatory uncertainties, according to the European Financial Planning Association and the UK’s Personal Finance Society.
Straight Irish men to marry in IHT dodge
Two heterosexual men in Dublin are to tie the knot so that one can inherit the house of the other without being hit with inheritance tax.
Utmost Wealth and Generali PanEurope to merge
Life Company Consolidation Group (LCCG) is to acquire Generali PanEurope with plans to create a specialist wealth manager by combining it with Utmost Wealth Solutions in a show of “commitment to the international life market”.