Just how transparent will DFMs get
The news yesterday that Financial Express has launched a service allowing financial advisers to compare DFM model portfolios is another welcome move in the quest for greater transparency across the sector.
Analysis
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Will the NO campaign tax proposals for Scotland
United against the common enemy of an independent Scotland, the Conservative, Labour and Liberal Democrat leaders have been joined by former prime minister Gordon Brown and others in promising more tax-raising powers for Scotland if voters reject independence in the forthcoming referendum. What impact will these promises have?
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Europe is structured corruption
Last week, International Adviser asked whether there was any scope for an international consortium, or trade body, for financial advisers. This is a response from Vincent Derruder, honorary chairman of European trade body, FECIF
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Is there a place for an international association
When I speak to financial advisers, whether based in the UK, Europe, Asia or the Middle East, it doesnt take long, once the usual complaints about the other guys have dried up, for the conversation to turn to regulation.
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Hard work will reap rewards
With FATCA now a reality for millions of foreigners residing in the US and American expats abroad, laying the groundwork for an effective cross-border response has been essential.
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Platform view – Be prepared
With financial crime at the forefront of many investors; worries when dealing with sensitive data online; the security of a platform is of huge concern while maintaining functionality, says Sarah Jouhal, managing director of Praemium International
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Reading between the lines
The lines between retail and institutional business have increasingly blurred over the years, so Franklin Templeton gives each country head the responsibility to set the strategic model thats most relevant to their country.
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A three thronged approach
Global investment bank Goldman Sachs is moving into the retail space, with its first offering being three multi-asset UCITS funds run by Katie Koch.
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How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
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Open door policy Business strategies with Global
Referrals are the lifeblood of advisory businesses and adopting a front door approach is a recipe for good growth.
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Platform view – Be prepared
A sharper regulatory focus on holding client money means firms have to get to grips with complex and ever-changing rules, says Michael Rothwell, county manager for Pershing Channel Islands.
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Method Man
Investec global head of client group John Green devises strategies that focus on cash flow and stability, rather than chasing market froth, to deliver long-term income to clients.