Using advisers makes Australians feel more retirement ready
Australians using financial planners or advisers are almost four times more likely to feel financially prepared for their retirement than those who don’t.
Best Practice
-
-
Under the spotlight: product review of RL360° Quantum
In the first of a new 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 RL360°’s regular savings product called Quantum.
-
Challenges mount for multi-asset managers
The BNP Paribas multi-asset team tactic, in the current febrile environment, is to tread carefully in its search for alpha and let the fallout from Brexit, modest global growth and doubts over monetary policy play out.
-
Advisers face hefty fines in HMRC tax avoidance crackdown
Tax advisers and accountants in the UK who help clients avoid paying tax could face fines of 100% of the tax avoided, according to new proposals being considered by HM Revenue and Customs (HMRC).
-
Product providers should share compensation levy burden
Nearly eight out of 10 (77%) UK advisers believe that product providers should contribute towards the cost of the Financial Services Compensation Scheme’s (FSCS) levy on intermediaries.
-
How to avoid investment planning pitfalls
In the latest instalment of a focus on business transition principles, Mike Leeson takes a look at the pivotal role investment planning plays in helping to build a sustainable, centralised process.
-
Single premium sales drive Singapore life industry growth
A strong second quarter saw Singapore’s life insurance industry report 13% growth in new business premiums between January and June 2016, with single premiums up 28% compared with a year ago.
-
Patience and portfolio discipline will reward investors
Investors will be rewarded for their patience if they maintain portfolio discipline and don’t let short-term volatility cloud their long-term investing goals, says JP Morgan Asset Management.
-
Record number of Chinese candidates taking CFA course
The number of would-be investment managers in China entering the Chartered Financial Analyst (CFA) programme reached a record high in 2016, overtaking new registrations from the US for the first time, latest figures from the CFA institute show.
-
STM sees bumper July following Qrops fee waiver
Waiving the establishment fee for new qualifying recognised overseas pension schemes (Qrops) saw STM Group’s new business applications hit their highest level for 12 months in July.
-
How to deal with film partnerships and disaster on holiday
The imaginary Warrington family face further wealth and succession planning issues in this, the third article by Edward Stone, partner at Irwin Mitchell Private Wealth.
-
Compulsory standards needed so advisers can compare DFMs
Compulsory reporting standards are needed for discretionary fund manager (DFM) firms so that advisers can better compare them, a panel of industry experts has said.