Regions
Tax & Regulation | 8 Feb 16
Activist actor takes aim at HMRC loopholes in TV documentary
A documentary programme on Britain’s Channel 4 to be aired on Monday (8 February) will see actor Greg Wise pose as a client while two financials advisers offer to help him exploit HMRC’s tax loopholes.
Business strategies: On the road to RDR
In the second of this three-part series, Brian Foster explores the brave new world that awaits advisers adopting a financial planning model as they prepare for RDR in South Africa.
Business strategies: A question of scale
In the final part of a three part series examining the retail distribution review landscape in South Africa, Brian Foster questions the wisdom of thinking big when it comes to advisers growing their businesses.
Investment | 5 Feb 16
Millennials reluctant investors in the economic recovery
Eight out of 10 wealthy investors across the Americas believes the economic recovery has met or exceeded expectations but remain hesitant to invest, with Millennials the most conflicted.
Julius Baer admits US tax evasion, pays $547m
Swiss private bank Julius Baer said it has reached a deal with the US Department of Justice to pay $547m to settle tax evasion allegations, and at the same time two former Julius Baer bankers pleaded guilty to helping American clients dodge taxes.