Analysis

Best Practice | analysis 8 Jan 18

While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?

Best Practice | analysis 8 Jan 18

India is thought to have more citizens living abroad than any other country in the world, estimated by its government to exceed 30 million.

Tax & Regulation | analysis 5 Jan 18

Regulatory activity across the world shows no signs of abating as 2018 gets up and running.

Best Practice | analysis 4 Jan 18

Many financial advisers have spent far too long asking clients all the wrong questions and failing to listen to what they really want, according to international business consultant Brian Foster.

Best Practice | analysis 2 Jan 18

Five years after the US introduced stringent regulations that required foreign financial institutions to report the assets of US-domiciled clients, Swiss IFAs tell International Adviser the move has created greater specialisation across the industry and is still having an impact.