International Adviser Best Practice Adviser Awards 2016 results – Hong Kong
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.
Best Practice
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Mercer Jelf’s Grant Hughes on being the ultimate talent spotter
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.
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UK mulls scrapping advice rule for overseas pension transfers
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.
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UAE investor expectations rise despite market volatility
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.
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Product Spotlight: review of Hansard Vantage Platinum II
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.
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Why wealth managers need to change their business models
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.
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How to make the most of social media
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.
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Five views on how int’l life offices can grow market share
How will international life companies retain and build on their market share of the financial services industry in the years ahead?
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Two-thirds taking cash from pensions did not seek advice
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.
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Australia’s Westpac to remove sales incentives for staff
One of Australia’s big four banks, Westpac Banking Corp, has announced plans to remove all product related incentives from frontline staff in its retail branches as part of efforts to rebuild trust with its customers.
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Europe remains the ‘wild west’ for adviser qualifications
Clients receiving poor advice from inadequately qualified financial advisers has made some parts of Europe like working in the ‘wild west’, according to Andrea Speed, head of Spanish IFA firm Speed Financial Solutions.
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International Adviser Best Practice Adviser Awards 2016 results – Europe
The winners in International Adviser’s inaugural Best Practice Adviser Awards 2016 for the Europe region were announced on Wednesday afternoon at London’s Waldorf Hilton Hotel, held directly after our Future Advisory Forum Europe.