International planning crucial for expats returning home
Many expats plan on returning to their countries of origin to retire after working overseas. International financial advice is crucial in providing for future family needs.
Best Practice
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Five ways international pension transfers are changing
Pension transfers are “good business for good advisers”, according to Old Mutual Wealth, which has produced a five step best practice guide for international advisers.
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Australia moves to stop erosion of superannuation funds
The Australian Government has unveiled plans to ban exit fees and cap administration and investment fees to protect super accounts with low balances from excessive erosion.
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Aussie advisers to pay for Royal Commission clean up
Financial institutions and advisers will be hit with higher levies after the Australian Government announced additional funding for two regulatory bodies to support their work with the ongoing Royal Commission.
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Fraud avoidance tool launched by US regulator
The US Securities and Exchange Commission has launched an online search tool to help investors avoid financial fraud and make informed investment decisions.
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Landmark ruling restores confidence in Channel Island trusts
Confidence in the security of assets held in Jersey and Guernsey trusts has been restored following a recent ruling in the Privy Council, says Nick Robison, partner at law firm Babbé, which was involved in the case.
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One-size-fits-all will not meet high net worth expat demands
Wealth managers will have to offer tailored products to high net worth expats if they want to succeed in the fiercely competitive sector, with non-resident Indians (NRI) and Chinese lucrative target markets, according to data and analytics company GlobalData.
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Pensioners risk turning their retirement stream into a flood
Retirees in drawdown are at risk of running out of money in retirement, as a third have no investment experience and two in five are not getting any financial advice or guidance, research from Zurich UK has found.
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No need to panic in Malta
While some confusion in the industry exists, Malta’s incoming pension regulations are common sense and there is no need to panic, industry sources have said.
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Damning revelations from Australia’s Royal Commission
The second week of Australia’s Royal Commission into financial advice was not a let-down after a jaw-dropping first week. Click through the slides below to see what happened…
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Six insights into what non-resident Indians want
What are the main concerns that non-resident Indians who live in the UAE have about their own financial planning needs and how can advisers help?
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Recruitment woes squeezing Singapore advice firms
Firms in Singapore are under pressure to hire locally, making an already arduous process even more challenging, not to mention expensive!