advisers still a threatened
Figures from the UK regulator show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
Analysis
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filling the fatca void
The sizeable advice gap left by large institutions ditching their US clients is an even bigger opportunity, says Guardian WM’s David Howell.
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finding mr right
Focus, clarity and diligence ensure your clients make informed financial decisions and help you build a successful and long-lasting relationship with them, says Melanie Nutbeam, senior associate, HFS Asset Management
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lm investments peter drake breaks silence
Peter Drake, the founder of LM Investment Management, hits back at the Advisers Committee for Investors and other critics. Published here exclusively.
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eastern promise life trends swiss life singapore
Demand for sophisticated wealth management is on the rise in Asia, giving companies like Swiss Life Singapore a whole host of growth opportunities in the region, says the company’s chief executive Thomas Henze
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hmrc provides welcome clarification
Jeremy Pearson, technical support manager of Canada Life, looks at how HMRC has resolved a key area of uncertainty in the realm of discounted gift trusts and says why it’s good news
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lmim investors group lashes out
In the wake of last week’s winding up order by the Supreme Court of Queensland of LM Investment’s First Mortgage Income Fund, the Advisers Committee for Investors lashed out at what it said were “multiple failings" within Australia’s regulatory system, for having permitted the fund to get into the state it did…
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change comes to new zealands foreign
As New Zealand prepares to change the way it taxes so-called "foreign superannuation funds", Stephen Ward, managing director of Premier Pension Solutions, looks at how the new regulations will work
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A guide to the value of a british passport
I'm sure we have all moaned about the UK for one reason or another, usually the weather or something our politicians have done or some ridiculous ruling by the courts being blamed on the human rights act.
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qrops changes are coming to offshore pensions
Following a “shameful” legal defeat on the 21st of last month, HM Revenue & Customs have been forced to deliver a policy statement to judge Justice Charles.
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the right fit recruiting for growth
As a business grows, it is vital to ensure that it takes on the right individuals to help, rather than hinder, the process. Having a structured recruitment process in place is of paramount importance, says Sarah Lord, wealth planning director, Killik & Co, Middle East and Asia.
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a step by step guide to keeping your tech up
To keep in step with your company’s future growth and challenges, it’s essential to systematically review your technological systems and processes, says The Fry Group director, international division, Aidan Bailey.