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.
Best Practice
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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!
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Jaw dropping moments from Australia’s Royal Commission
It’s squeaky bum time for senior executives as Australia’s banking, superannuation and financial advice firms face the intense scrutiny of a Royal Commission. Click through the slides below to read some of the incredible moments from the first week of the review into financial advice.
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Busting cohabitation myths across 6 jurisdictions
In the UK, many couples mistakenly believe that they acquire similar rights to a married couple after living with their partner after a fixed period of time has elapsed. In an attempt to bust cohabitation myths, Teresa Cullen, partner at international law firm Fladgate, looks at what rights unmarried couples have in several jurisdictions.
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London calling for Singapore asset management masters students
A masters programme for asset and wealth managers in Singapore is to give its students exposure to some of the biggest global firms by holding classes in London and New York.
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SJP among firms targeted on diversity
St James’s Place, Provident Financial and several investment trusts are among a raft of FTSE companies the Investment Association has written to demanding an explanation for poor gender balance at executive level or risk a shareholder mutiny.