How The Fry Group improved client outcomes with technology
The Fry Group’s David Pugh sets out the firm’s approach to the use of technology in improving and broadening its offering to clients.
Author: Mark Battersby
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The story of a young financial planner firm in South Africa
A volatile political landscape, constant regulatory upheaval and a recent economic downgrade to junk status are just some of the many challenges an adviser must overcome when setting up a new financial planning firm in South Africa.
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A real-life client plan to move from the UAE to the UK
Dip into a real-life case study of a high net worth client whose complex multi-jurisdictional circumstances need a structural framework for the long term.
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How investment residency differs in three European countries
There is an ever-growing interest in citizenship-by-investment programmes and investment residence permits from high net-worth individuals.
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Watch out: Snoopers’ charter, day of the Mifid, UAE promo licence
As new regulations begin to challenge the individual’s right to privacy, some legal professionals are calling for test cases to try the law.
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Why best advice is about solving problems, not making money
Financial advisers must focus more on understanding clients and winning trust, or risk being side-lined, says international business consultant Brian Foster.
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Limiting the downside when planning for Brexit
With talks on phase two of the Brexit negotiations expected to officially begin in March, how should financial advisers be reading the situation and preparing on behalf of their UK clients?
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Gold lining for natural resources funds
Natural resources delivered some dire results in 2017, in stark contrast with the success of the previous year, according to Morningstar analyst Fatima Khizou.
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Double milestone for financial planner firm
City of London financial planning firm Investment Quorum has notched up a double milestone, celebrating its most successful year to date and a decade running an in-house investment management arm.
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How one IFA uses tech to X-ray its international business
How can international financial planners get the most out of technology and where exactly should the line be drawn?
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Making trusts simpler using a bond wrapper
Complications with trust arrangements can be eased by using a bond wrapper to hold any investment, according to Canada Life technical manager Neil Jones.
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Two international tax case studies on Indian expats
India is thought to have more citizens living abroad than any other country in the world, estimated by its government to exceed 30 million.