IA Tech Roundup: Stop talking in future tense
Much has been written about the disruptive impact technology has and is liable to continue to have on the financial services sector but the point, however, is to take some action.
Best Practice
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Industry changing rules on UAE funds get official green light
New mutual fund charges and regulations that could have a dramatic effect on the number of funds offered on international platforms and within life insurance wrappers have become law in the United Arab Emirates.
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The world will ban commission within five years, says JPMAM
Regulation is moving at such a fast pace that within five years all financial services markets around the world will ban commission and implement an RDR-like regime, Jasper Berens, head of UK funds at JPM Asset Management has predicted.
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International Adviser Life Awards 2016 results
The International Adviser International Life Awards 2016 were announced on Wednesday at London’s The Langham Hotel during a dinner held after our flagship life industry conference, the Fund Links Forum.
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UK may force insurers to pay for pensions dashboard
A UK Treasury official has said the government is looking at introducing a law that would force pension providers to pay towards creating the pensions dashboard.
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Hansard Int’l launches instant withdrawal tool for advisers
Hansard International has introduced an online tool that enables financial advisers to request instant withdrawals on behalf of their clients via its adviser-dedicated platform Hansard Online (HOL).
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Date set for Hammond’s autumn UK statement
The UK’s newly installed chancellor of the exchequer Philip Hammond is to make his first autumn statement in the house of commons on 23 November, putting his own stamp on the treasury and setting out the financials post the Brexit vote.
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Don’t dismiss fintech revolution, but don’t romanticise it
A random walk through the world of wealth management.
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Schroders joins European financial adviser association Fecif
Schroders has become the latest associate member to join Fecif, the European Federation of Financial Intermediaries and Financial Advisers.
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How advisers in Europe are adapting to huge industry changes
As Old Mutual International’s head of region for Europe, David Matthews is well placed to offer insights on how the markets there are evolving in response to regulation and the impact on financial advisers.
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Why in-specie life bond transfers are too often overlooked
International portfolio bonds and in-specie transfers can be hugely beneficial to those who have worked abroad for multiple companies and have amassed a collection of international shareholdings, says Norrie Little, head of propositions for Hansard International.
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Would-be pension savers squeezed by other financial demands
Fewer than a fifth (17%) of UK advisers think that clients who feel squeezed keeping up with bills and repayments would put any extra money towards their pension savings, research from Royal London has found.