Aviva and Tencent joint venture offers HK$100m free life cover
To Hong Kong permanent residents who are or were in industries hit hardest by the pandemic
Best Practice
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Raymond James unveils LGBT+ adviser network
The firm has also allocated resources to increase awareness and raise visibility of LGBT+ communities
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Covid-19, global mobility and taxation
Financial planners need to have a good understanding of the 2013 statutory residence test
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Aisa Group trio passes Czech capital markets exam
End of passporting means it’s ‘essential firms like ours maintain appropriate EU investment licences’
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How can advisers articulate the value they add to clients?
Research uncovers one ‘standout winner’
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The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
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What are the GDPR obligations of businesses?
Most firm should have few issues complying if they follow some pretty basic policies and procedures
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What does it take for advice firms to build in-house tech?
One company CEO who has achieved this mammoth task outlines his journey
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Consumer champion unveils free online financial education course
UK needs to ‘redress the balance’ to get more Brits to understand their finances
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Think carefully before freezing pension payments
Longer-than-intended interruption could see some nearly £100,000 worse of in retirement
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Axa partners with UAE insurtech firm on affordable protection
To target over 10 million people across the Middle East, Africa, Asia and Latin America
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Global healthcare provider partners with mental health app
In a bid to tackle ‘the less visible but increasing’ wellbeing crisis of the pandemic