Is your reputation at risk?
Managing client complaints that could put a firm’s good name on the line must be at the heart of a standard planning process.
Best Practice
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How the shift to ongoing commission impacts investment advice
In any service industry, the question of ‘when?’ can be just as important as ‘how much?’ when it comes to remuneration, explains Danny Knight, director at Old Mutual Wealth Multi-Asset.
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Three insights into unsettling pension freedoms data
The Financial Conduct Authority has released figures on pension freedoms that product providers have described as “concerning” and “do not make for comfortable reading”. International Adviser spoke to industry experts to get their thoughts on the data.
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Why high net worths are leaving the UK
The UK has lost its reputation as a top destination among high net worth individuals, who have been left disenchanted by the direction of government policy, prompting an outflow to more attractive jurisdictions.
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Fund selectors struggling with insistent clients
Many fund selectors believe clients often end up damaging their own portfolios when insisting on bad investment ideas, according to a survey conducted at our sister publication Expert Investor’s Pan-European Congress in Rome.
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Asia IFAs paving the way
Ian Kloss, Old Mutual International’s Head of Region (SE Asia) & CEO Singapore, talks innovation in the Asian IFA Market.
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US to shut $11bn offshore voluntary disclosure programme
The disclosure scheme that allows US taxpayers hiding offshore accounts to come clean and face more lenient penalties will close in September 2018, the Internal Revenue Service (IRS) announced this week.
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Hong Kong regulator targets big guns
In separate moves, Hong Kong’s Securities and Futures Commission (SFC) this month has gone after UBS, Deutsche Bank and brokerage firm CLSA for regulatory breaches.
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DB transfers will ‘come to a head’ when stock market falls
When markets fall, consumers who have transferred out of a defined benefit (DB) scheme and started accessing their pots could potentially face a crisis in their retirement, a director from advice firm Tuto Associates has argued.
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Is it the end for the traditional life insurance model?
Phoenix Group’s acquisition of Standard Life’s insurance arm is “testament to the current re-shaping of the UK life insurance industry” and the “break-up of traditional models”, the group’s chairman said.
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Zurich Int’l Life rolls out online portfolio management tool
Advisers and their clients will be able to digitally rebalance investments using a digital offering launched by Zurich International Life.
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Google bans cryptocurrency ads in high-risk product crackdown
Online advertisements promoting cryptocurrencies and initial coin offerings will be banned on Google, the tech giant has announced.