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.
Penny Lamont, of UK-based Investment Design and Distribution, says structured products can play an important role in many a retirement portfolio.
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.
London Capital's Paul Fletcher shows how developing an efficient and engaging online presence can be a major driving factor in creating new business.
Berwin Leighton Paisner’s Nisha Singh looks at the impact recent tax changes are beginning to have on Asian investors buying property in the UK.
Perhaps not the two most likely bedfellows to write about simultaneously, but the unfolding drama in the Ukraine and EU plans to set up a public register of trust beneficiaries are my top contenders for the most important international planning issues we should get our heads around in the coming months.
DeVere founder and CEO Nigel Green explains why the incoming Insurance Authority rules could spell the end for the smaller IFA players.
The tax-free lure of the UAE can seem seductive but setting up an IFA business there doesn’t come without its challenges. But if you can navigate the nuances of its rules and regulations, and you’re prepared to work hard, there is a huge client pool to tap into.
European asset managers are set to rationalise their fund ranges further, but at a corporate level a widespread M&A spree is unlikely.
Wells Fargo Asset Management’s mission is to give more clients access to its products. Managing director Ludger Peters is working hard to accomplish that.
Is it too early to predict a financially brighter 2014? While its only February, the signs are looking pretty healthy.
Gautam Batra built a solid reputation at Coutts before founding Signia Wealth in 2009. With a client base of entrepreneurs‚ the company capitalises on a global approach to equity investment
