News
IoM considers changes to commission disclosure rule
The Isle of Man financial services regulator is considering scrapping broad commission disclosure requirements for life companies headquartered on the island, in favour of implementing policyholder-specific disclosures by 2019, according to industry sources.
Best Practice | news 5 Jun 17
Tories trump Labour as UK advisers struggle with uncertainty
Advisers favour a Conservative victory in the UK general election as nearly one in three say uncertainty over the result and its aftermath are a major concern for their business, research from MetLife shows.
The problem with Asian fund passport schemes
Regulatory and tax squabbles and the desire to deepen domestic fund industries are some of the high hurdles for passporting programmes, says Daniel Caleghin, head of wealth management strategy for Asia-Pacific at Deloitte subsidiary Casey Quirk.
Retirement | news 5 Jun 17
Qrops Bureau launches estate planning service for advisers
Isle of Man-based The Qrops Bureau has launched a trust and estate planning service for financial advisers.
Alternatives | news 5 Jun 17
Smart beta trackers to force change in investor mindset
Smart beta exchange-traded funds (ETFs) require investors to shift their focus from picking a good fund manager to understanding underlying asset allocation strategy, argues Thomas Poullaouec of State Street Global Advisors (SSGA).