In this first instalment of a two-part series on Qnups in wealth planning, director of Isle of Man-based pension provider Optimus, Martin Hall says the retirement solutions are great for those restricted by the dwindling lifetime allowance cap.
The Isle of Man Financial Services Authority (IoMFSA) has advised residents to tread carefully when making decisions about transferring or investing their pensions, following a rise in scams in the UK.
Ascor Independent Wealth Managers, voted best adviser firm in South Africa for International Adviser’s 2016 Best Practice Adviser Awards, started small in 2005.
St James’s Place, one of Britain’s biggest wealth managers, has come under fire over claims it will not be caught by an incoming cap on exit charges.
The US Securities and Exchange Commission has put retail investor protection and robo-advice at the centre of its examinations programme for 2017.
The asset management industry is facing an innovation dilemma as it struggles to free itself from encumbered business models and embrace industrialisation, says Matthew Lamb, chief executive of Pacific Asset Management.
Opportunity knocks for financial advisers in 2017 as political, economic and regulatory turmoil leaves clients adrift in unknown territory and seeking advice, says Rachael Griffin, head of product law and financial planning at Old Mutual International.
More than a third of investors around the world are prepared to use robo-advisers, with an increasing number millennials, those aged 18-35, admitting they would buy insurance from an online provider such as Google or Amazon, a new report by consultancy firm Accenture has revealed.
The fictional Warrington family faces a death in the family, grapples with lasting powers of attorney and inheritance tax mitigation in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.
British insurer Aviva is in talks to team up with social media giant LinkedIn to create a scheme to track millions of forgotten pension pots.
Providing best advice in a transparent way, with explicit contracts so that a client expectations are met, is a good starting point for this journey, says James Pearcy-Caldwell, co-founder of Aisa International.
UK adviser directories Unbiased and VouchedFor have urged the Financial Conduct Authority (FCA) to publicise whether an adviser is independent or restricted.
