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UK adults in their 30s half as wealthy as those in their 40s

Retirement | 30 Sep 16

UK adults in their 30s half as wealthy as those in their 40s

UK adults born in the 1980s have half the wealth as those born in the 1970s had at around the same age, according to a new study.

Generali to exit Guatemala and Liechtenstein

Asia | 30 Sep 16

Generali to exit Guatemala and Liechtenstein

Italy’s largest insurer Generali is set to pull out of Guatemala and Liechtenstein after signing agreements to sell its operations in two separate deals.

Adam Rix to leave Amundi’s Middle East operation

Middle East | 29 Sep 16

Adam Rix to leave Amundi’s Middle East operation

Adam Rix, director – third party distribution for the Middle East at European asset management giant Amundi, is to leave the company.

UK advisers must record calls under new FCA Mifid II rules

Tax & Regulation | 29 Sep 16

UK advisers must record calls under new FCA Mifid II rules

Financial advisers in the UK may be required to record phone calls to clients under the Financial Conduct Authority’s (FCA) proposals regarding Mifid II, which also looks at extending the RDR commission ban for portfolio managers.

Clients unaware of risk of passive investing, say UK advisers

Investment | 29 Sep 16

Clients unaware of risk of passive investing, say UK advisers

Around 60% of financial advisers in the UK have concerns that clients are unaware of the risks of passive investing which tracks a market-weighted index or portfolio, according to a new survey by Natixis Global Asset Management.

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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. Site managed by Furness Media