Hollywood star victim of HMRC fishing expedition
Unhelpful stamp duty rules likely to be cleaned up in next budget
Best Practice
-
-
Chartered Insurance Institute opens Middle East and Africa office
There is growing demand from the region for the raising of professional standards
-
Mifid II is widening the advice gap
Regulation is forcing advisers to deal only with wealthier clients
-
5 ways open banking will boost advice – Bravura
Advice and wealth software provider backs plans for clients to share financial data
-
Invest in your staff for business success – seven key areas
Business expert, Karen Blatchford, explains seven key ways to keep your staff motivated for the long term.
-
Asia Pacific dominates CFA candidate numbers
The growth of China’s investment sector sees massive jump in people sitting CFA exams
-
Brexit speeds end to client signature chase
Era of ‘wet ink’ antiquated in the digital age
-
Five tech risks wealth managers can turn into opportunity
Wealth managers need to look at ways of embracing technology rather than viewing it as a threat Click through the slides below to see the top tips
-
Key decumulation questions IFAs must ask
Lack of innovation is making the multiple pots approach look more attractive
-
Should mandatory advice be extended to drawdown?
Complexities of drawdown mean DIY investors risk disastrous outcomes
-
Chinese millennials – an untapped client pool for advisers
Only 44% of Chinese people aged 18-34 have started saving for retirement
-
Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”