A dedication to career-long learning and meeting ongoing qualification requirements means certified financial advisers in South Africa are being praised around the world by industry experts.
Multiple sources have told International Adviser that pension freedoms will likely be included in this year’s Isle of Man Budget, to be released on 20 February.
To meet Mifid II’s so-called “10% depreciation rule”, Novia Financial is rolling out a solution for DFMs and advisers using its platform.
European regulations that aim to give individuals more control over their personal data are looming.
English comedian Jimmy Carr, who was at the centre of a tax avoidance scheme that nearly ended his career, wants to scrap tax loopholes and send them to Room 101, the torture chamber from the dystopian novel Nineteen Eighty-Four.
Accidental Americans face ruin if their estates are not properly structured, a lawyer has warned.
HM Revenue & Customs has handed back just under half a billion pounds to individual taxpayers since April 2015, which Royal London says shows the organisation is “out of control” when it comes to over-taxing people and then expecting them to claim it back.
More than half of the complaints around self-invested personal pension schemes (Sipps) passed to a financial ombudsman were upheld during the three months to 31 December 2017, making it one of most upheld areas of complaint.
With talks on phase two of the Brexit negotiations expected to officially begin in March, how should financial advisers be reading the situation and preparing on behalf of their UK clients?
IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.
Young people are most at risk of investing in fraudulent schemes pushed on social media, the UK regulator has warned.
The Isle of Man Financial Services Authority (FSA) is taking a “proactive initiative” to clamp down on financial services professionals conducting regulated activities without a licence.
