How to personalise interaction with clients
In her final feature on customer service, Julie Littlechild, founder of Absolute Engagement, looks beyond customer satisfaction and loyalty.
Best Practice
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New pension transfers qualification launched by the CII
The UK’s Chartered Insurance Institute (CII) has launched a new pension transfers qualification to support those seeking to provide specialist advice, both domestically and internationally.
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Changes in the South African advisory landscape
Wayne Sorour, head of Old Mutual International South Africa, talks to us about the changing landscape in South Africa and the Special Voluntary Disclosure Programme which opened 1 October 2016 and finishes 30 June 2017.
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Brazil nets $15.7bn in tax amnesty
More than 25,000 individuals and 103 companies voluntarily declared offshore assets worth more than BRL169.9bn via a Brazilian amnesty, netting the taxman BRL50.9bn (£12.8bn, $15.7bn, €14.3bn) in taxes and penalties.
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Labuan targets US expat friendly business with FATCA support
Malaysia’s Labuan International Business and Financial Centre (IBFC) is looking to tap into the US expat market by helping businesses in the financial centre comply with the US’s Foreign Account Tax Compliance Act (Fatca).
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HMRC investigates tax bills of one third of UK’s richest
HM Revenue & Customs is investigating 6,500 high net worth individuals (HNWs) with a total case value of £1.9bn (€2.1bn, $2.3bn), according to a report by the UK’s National Audit Office released on Tuesday.
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Pound volatility sees UK pension holders seeking more advice
The volatility of the pound has seen a significant uptick in people seeking advice on moving British pensions abroad, which could see hundreds of millions of pounds driven overseas, says deVere Group chief executive Nigel Green.
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US releases first set of guidelines for adviser reforms
The US Department of Labor has issued its first set of guidelines on the fiduciary rule, set to go live in April, which will require specialist retirement advisers to put their client’s interests first.
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Investment body calls for greater focus on client outcomes
A new research paper is calling on the investment industry to shift from a performance-driven culture to one that is purpose-driven, to ensure better alignment of its interests with those of clients.
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Senior adviser quits with team of five to join Holborn Assets
Dubai-based senior wealth manager Nicholas Thompson has left Finsbury Associates and joined rival firm Holborn Assets as one of its senior partners, along with five new advisers.
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UK regulator looks to redefine its future scope
The UK’s Financial Conduct Authority (FCA) has begun a consultation with the finance industry to identify which areas of regulation it should focus its resources on in the future.
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UK advisers set to overhaul business models under Mifid II
Over a half of UK advisers believe additional regulatory and compliance demands when Mifid II comes into effect will force them to review their business models, according to Investec Wealth & Investment (IW&I).