News
Ex-deVere regional manager joins Carrick Wealth: PEOPLE MOVES
A former deVere regional manager for Africa is to join Carrick Wealth as group business development manager. Generali has appointed a country manager for France, with StanChart Private Bank adding a director of its wealth intermediaries team.
Best Practice | news 16 May 17
40% of entrepreneurs prefer lifetime gifting in estate planning
Two fifths of business owners and entrepreneurs are pursuing a “giving while living” approach when it comes to estate planning, according to a new report by RBC Wealth Management, creating the “biggest opportunity” for financial advisers.
DeVere appeals South Africa court ruling on ex-manager payoff
DeVere Investments has appealed a court ruling that it must pay ZAR3.7m (£217,380, $280,535, €256,142) in outstanding commission, notice paid and an unpaid portion of a bonus to an area manager it fired.
Best Practice | news 16 May 17
Risks of using ETFs on Irish regulator’s radar
The risks of using ETFs and whether they are fully understood by international regulators are under the spotlight in a discussion paper released by the Central Bank of Ireland.
Vanguard unveils UK D2C platform with 0.15% fee
Vanguard’s launch of a new investment service in the UK market signals a “pivotal moment” in the push for lower charges across the asset management industry.