Australian bank tackles vulnerable client issue
As global concerns see UK-based financial services software provider roll out an IFA support tool
Best Practice
-
-
International tax systems, global mobility and wealth transfer.
The pace and scale of global mobility has accelerated in recent decades, for employment, lifestyle change and retirement. Those with cross border lifestyles, or arriving in counties anew, face increasingly complex regulations, laws and systems of taxation, whilst political agendas such as Brexit might have far reaching consequences. COVID-19 has also displaced people, particularly expatriates,…
-
Raising awareness about pensions
Scary statistics suggest that people have little clue about how much retirement costs
-
Case study: The benefits of being a specialist
If done right, it will result a higher perception of authority and increase a firm’s value proposition
-
Dementia and the damage it can do to estate planning
Disputes have the ‘potential to bring out the worst in people and destroy families’
-
Why should you enter the Best Practice Adviser Awards?
The Editor of International Adviser, Kirsten Hastings, reminds us of the benefits of entering the Best Practice Adviser Awards.
-
Advice firms need to embrace softer skills
Both men and women need to be more emotionally astute
-
Retiring is risky business
Having built up a pension, the pressure is now on the make good decision to ensure it doesn’t run out
-
St James’s Place and CII focus on vulnerable client training
In a qualification exclusive to the wealth management firm
-
CISI urges planners to offer pro-bono guidance to clients
As part of its financial planning annual campaign in the UK
-
Hong Kong and China advice markets bolstered by CII deals
To support a potential market of around eight million financial advisers
-
Five issues to consider before consolidating pension pots
Industry changes have made it natural to want to ‘tidy things up’ into one pot – but is it a good idea? Click on the gallery below to find out why Royal London’s Steve Webb believes you should seek advice first.