The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Singapore region were announced on Thursday afternoon at the Raffles City Convention Centre after the Future Advisory Forum Singapore.
Two big providers have ripped the carpet from under a group of American investors in the UAE, says Vince Truong, partner at Dubai-headquartered financial planners Holborn Assets.
The UK government’s plans to potentially scrap the current ‘advice safeguard’ on some overseas pension transfers has met with a mixed response from the financial services industry, with some experts welcoming the move while others believe it will put consumers at risk of being targeted by fraudsters.
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Hong Kong region were announced on Tuesday at the Island Shrangri-La Hotel.
Corporate financial advice veteran Grant Hughes talks about launching Mercer Jelf Financial Planning, the importance of professional development and how the industry must do more attract the next generation of adviser.
The UK’s Department for Work and Pensions (DWP) is considering whether to scrap the ‘advice safeguard’ for expats, which requires individuals to consult an FCA-regulated adviser before they can transfer their defined benefit (DB) pension savings into an overseas pension scheme.
Investors based in the UAE are expecting average investment returns of 7.3% in 2016, up sharply from the 3.5% received in 2015, according to a new survey by Old Mutual International and Quilter Cheviot.
In the second of a series of three independent reviews of international life products, Brian O’Neill, consultant at Isle of Man-based actuary and consultancy firm Boal & Co, puts the spotlight on Hansard’s regular premium product called Vantage Platinum II.
Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.
Francesca Keefe and Liz Stanmore, social media experts at Old Mutual Wealth, give financial advisers a few tips on making the best use of social media.
How will international life companies retain and build on their market share of the financial services industry in the years ahead?
Two-thirds of recent UK retirees who took cash from their pension pots during their first year of retirement did so without seeking any professional advice.
