How advisers can prepare for Mifid II changes
They will look to improve client suitability assessments
Author: PA Adviser
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What is the future of the UK non-dom status?
Labour Party is likely to change the rules if it wins the next general election
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Advice firm targets young women with financial education platform
To tackle gender wealth gap
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How robo-advisers can fit into the industry
They don’t have to be competition for IFAs
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Has Brexit actually made it harder to retire to Europe?
Protracted negotiations followed by lockdown have led to a ‘huge amount of pent-up demand’
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How attractive is the Portugal NHR 10-year tax holiday?
Non-habitual resident scheme has been ‘extremely successful’ in generating revenues
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Goldman Sachs reportedly under investigation over ESG funds
Regulator looking at whether claims live up to how some products are marketed
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The rise of pre-nups in the UK
Couples are now seeking certainty and clarity on their financial arrangements
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How will the FCA Consumer Duty impact the protection market?
Regulator wants to make a ‘big change in financial culture and behaviour’
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Do top slicing relief rules need a rewrite?
They have been ‘drafted in such a way that it remains difficult to interpret’
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Is consolidation good for wealth clients?
‘We may well continue to see much more activity in the coming months’
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The issue with providing ‘reverse solicitation’ to EU clients
Regulators across the bloc have started to scrutinise the practice by UK advisers