A classic tail wagging the dog scenario
Perhaps one of the key things we have all learned over the last few years is to be more aware of the risks we take. And rightly so.
Analysis
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putting people at the centre
The daunting task of planning a business model across several jurisdictions was made simpler for Guardian Wealth Management thanks to its client-focused approach. Success comes from acknowledging the people behind the transactions.
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fasten your seat belts the eu Parliament elections
There seems to be little doubt, as April comes to an end, that the European Parliamentary elections next month will see the unhappiness of millions of EU citizens with their MEPs expressed in a dramatic way at the ballot box.
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New rules of engagement
The UAE has undergone a regulatory revolution in recent years, placing its finance sector under increased pressure. The industry has reacted positively, and these changes are now paving the way for a more professional environment, according to leading figures from some of the largest asset management companies in the region
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the extension of the kid to insurance
Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work.
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what is the future for qrops advice
James Caldwell, of the UK advisory firm Aisa Professional, and Christopher Lean of Opes-Fidelio, Aisa’s global network arm, look at what the Budget changes will mean for QROPS.
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the inspectors are coming to your door
Friends Provident Internationals Taher Fakhri explains why inspections could soon be an everyday occurrence for advisers in the UAE in the second of a two-part feature explaining the new Insurance Authority laws.
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what you need to know about the new
In the first of a two-part feature, Friends Provident Internationals Taher Fakhri explains why you will need more cash, more people and more qualifications to run a brokerage in the UAE…
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blazing a trail remuneration in singapore
As the Financial Advisory Industry Review (FAIR) comes into force, a move away from upfront commission means building strategies for trail-based remuneration. By creating fresh incentives this is looking like a good deal for advisers and clients alike By Ian Pryor.
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structured products come into their own
Penny Lamont, of UK-based Investment Design and Distribution, says structured products can play an important role in many a retirement portfolio.
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products or service what really matters
Given the near constant stream of new products, one would think that is what customers want. Not so says Peter Hobbs, former head of Generali International and a non-executive director at the deVere Group.
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The medium is the message growing assets online
London Capital's Paul Fletcher shows how developing an efficient and engaging online presence can be a major driving factor in creating new business.