African dream: a profile of Carrick Wealth
Craig Featherby’s start-up, Carrick Wealth, has hit the ground running, benefiting from South Africa’s burgeoning offshore funds market. He shares his inside view on the country’s current economic troubles.
Best Practice
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Robo-advice: Are you 0110101 joking?
“Dave, this conversation can serve no purpose anymore. Goodbye.” Those immortal words from Hal, the computer in Stanley Kubrick’s film ‘2001: A Space Odyssey’ had massive ramifications for the spaceship’s crew member and could be a portend (albeit fictional) for the way robo-advice may be taking us.
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Advice firms in Hong Kong come to terms with new rules
Independent financial advisers in Hong Kong have spent much of May coming to terms with further substantial changes to the region’s previously light touch regulatory regime.
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Why financial advisers must prepare for a longevity revolution
Europe is at the forefront of a longevity revolution that will be one of the most disruptive trends in wealth management over the coming years, says Bryan Low, director, Acuity Consultants.
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ANALYSIS: It is time to reimagine the IFA / DFM relationship
The growth in financial advisers choosing to outsource investment services to discretionary fund managers increasingly begs the question ‘what are they actually charging for?’
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Better investor defences may fill advice gap – Axa’s Willoughby
Some form of state-provided consumer protection covering financial products is needed to overcome the “advice gap” in the UK, says Simon Willoughby, head of Proposition for Axa Wealth International.
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Newly-qualified advisers want to work in NYC, says deVere
New York has been named as the destination of choice for young financial advisers looking to start their careers, according to a poll of its own graduates by the deVere Group.
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Advisers losing faith in star managers, report says
The continued prevalence of star fund manager culture within the asset management industry has been called into question in a new report by fund data provider FE.
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Entries now open for Best Practice Adviser Awards
International Adviser is pleased to announce that our series of global Best Practice Adviser Awards, in partnership with Old Mutual International, are now open to entries.
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Eight principles to make your business fit for the purpose
In the first of a series of three articles, Michelle Hoskin, founder and director of Standards International, will be exploring eight principles that promise to help financial advisers redesign their businesses so that it delivers the rewards they deserve.
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Confidence in UK advisers rises 40% since RDR
Trust and confidence in financial advisers in the UK has risen by 40% since the introduction of the Retail Distribution Review (RDR), research from the Personal Finance Society (PFS) shows.
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Three initiatives to develop a financial adviser’s business
In the first of a series of insights from financial advisers across the world, David Pugh, director of The Fry Group, Singapore, sets out three initiatives he is taking to build the business along best practice lines.