A new breed of paraplanner?
Paraplanners have become indispensable, say advisers, with their role set to expand further
Author: International Adviser
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Non-resident Indians fast becoming key market in UAE
Indians comprise 30% of the UAE’s expat community, a figure that continues to grow
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Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
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Three Asia focused robo advisers compared
Three “robos” from the crucible of wealth tech share their data versus benchmarks
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Top tips for retiring to Malta
Avoid retirement regret by asking these key questions before making the big move to Malta
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The myths around common law rights
A lawyer lifts the lid on cohabiting myths around the world that could leave surviving partners with no legal rights.
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Global fund selector EM demand weakens further
Sentiment towards emerging market equities among fund selectors across Asia has declined significantly, according to Last Word data.
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The benefits of a Family Investment Company
People wanting to protect and maintain control of family wealth are increasingly turning to family investment companies. Ravi Francis, senior associate solicitor at Irwin Mitchell Private Wealth outlines the benefits and drawbacks of using such a structure.
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Taking an old school approach to tech investing
Technology is undoubtedly today’s most discussed investment sector, with the high-profile FAANGs front and centre of most conversations. But it is important to recognise the opportunities within the diverse tech sector run far deeper, says Jacob Mitchell, portfolio manager and chief investment officer of Antipodes Partners.
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How can a ‘closed’ insurer be open for business?
Phoenix is widely known as a closed fund consolidator, but chief executive Andy Moss argues that this, in many ways, is a misnomer. In this article, he explains why the recent transaction with Standard Life Aberdeen is a “win-win”.
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Top tips for retiring to Portugal
What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.
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Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.