Regions
Best Practice | 23 Nov 17
Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
Non-dom tax swoop could trigger exodus
Commercial property tax changes could lead to a UK non-dom exodus, international law firm Withers has warned.
Global life premiums growth led by Asia acceleration
Global life premiums growth in 2018 and 2019 will continue to be carried by the strong performance of emerging markets, in particular China, as advanced markets continue to experience sluggish growth, according to a report by Credit Suisse.
Best Practice | 23 Nov 17
Clients in jeopardy as UK advisers drift towards greater risk
UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.
Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.