Commission
Profiles & Comment | 17 Nov 15
Profile: Strabens Hall on transferring the RDR model to Hong Kong
David Benskin has taken the business model of a UK outfit and adapted it into an RDR-style counterpart in Hong Kong, where clients are learning the merits of engaging a fee-based adviser.
United Kingdom | 21 Oct 15
End of sunset clause to bring pressure, argues Nucleus
The expiry of the ‘sunset’ clause will bring pressures for advisers, but asset managers may come under particular strain, argues a new white paper from platform Nucleus.
Most IFAs tweak business models ahead of ‘sunset’ deadline
The majority of UK-based advisory firms receive most of their recurring revenue from fees, a sure sign that many have made significant changes to their business models in the run up to next year’s ‘sunset’ deadline.
Australia’s Findex to offer ‘commission free’ life policies
The Findex Group, one of Australia’s major independent wealth management firms, has announced that all new life insurance policies sold will be commission-free.
Blacklisted nations slam EU over ‘unacceptable’ tax haven register
The Organisation for Economic Cooperation and Development (OECD) has spearheaded complaints from a host of countries disputing their “arbitrary” inclusion on a list of tax havens released by the European Commission last week.