Regional and Overall Winners
International Adviser Best Practice Adviser Awards have been launched to recognise those within the industry that are, or have made, the transitions towards best practice.
Best Practice
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Bank of England embraces fintech
The Bank of England (BoE) is to work in partnership with fintech firms to harness innovations for central banking, offering companies the opportunity to demonstrate their solutions for real issues facing policymakers.
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Enhance Group launches investment advice service in London
Jersey-based private wealth services firm Enhance Group has launched a new investment consultancy business, located in London, which will provide institutional-style investment advice to high net worth individuals and families.
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Millennials’ income and investing expectations unrealistic
Investor expectations for income and long term returns appear to be significantly inflated, with many looking set for disappointment. Millennials’ expectations, however, are the most unrealistic, say Schroders.
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Three financial adviser initiatives: Aisa
In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.
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Clients’ great expectations challenge Sth African advisers
South Africa’s leading independent financial advisers have called on the sector to embrace change to meet the great expectations of the next generation of clients and regulators.
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PEOPLE MOVES: Schroders, Deutsche Bank, Old Mutual Wealth
Schroders has announced a host of senior moves in Asia Pacific, with Deutsche Bank reporting a high-level departure in the region. Old Mutual Wealth has named the head of its Financial Adviser School, while the firm’s Global Investors division is losing its absolute return manager following a difference of opinion.
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Spotlight on financial adviser GWM’s choice of platform
One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.
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Insurance sector must reinvent itself with ‘dramatic measures’
Insurers are failing to adapt to changing customer needs and technology, instead focusing more on complying with new regulations, a new report by KPMG has found.
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How to maximise pension benefits with Qrops – Boal & Co
Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.
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Spotlight on financial adviser Carrick Wealth’s training academy
Earlier this year, South Africa-based Carrick Wealth launched its flagship Invictus programme, a training academy aimed at the company’s would-be advisers.
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How to use professional connections to do succession planning
In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.