Five years after the US introduced stringent regulations that required foreign financial institutions to report the assets of US-domiciled clients, Swiss IFAs tell International Adviser the move has created greater specialisation across the industry and is still having an impact.
Merry Christmas and Happy New Year from Last Word. We will take a holiday break.
The arrest of a Gibraltar based financial chief executive, the EU tax haven blacklist and expats angry at Brexit were among the top stories driving the agenda in 2017. To see the others, click through the slides.
In a move that clashes with comments made by the European Union’s chief Brexit negotiator, the Financial Conduct Authority has reassured firms that current passporting arrangements between the UK and EU will continue after the UK exits the EU.
Expat taxes, Qrops shocks and DB pension transfers were major stories covered by International Adviser in the past year. Scroll through the slides below to see the 10 most clicked articles of 2017.
We are delighted to announce that the overall winner of International Adviser’s Best Practice Adviser Awards is The Fry Group.
Mifid II comes into effect on 3 January, and while many advisers remain woefully unprepared, significant benefits will make the sleepless nights worthwhile.
Advisers are facing political, economic and regulatory uncertainties, according to the European Financial Planning Association and the UK’s Personal Finance Society.
by David Denton, head of international technical sales at Old Mutual Wealth Plenty has been made over the plight of UK resident non-doms given the radical changes proposed in 2015, but attention should also be taken by international advisers regarding certain non-resident/non-dom clients too, now legislation has been passed and backdated to 6 April 2017.…
Personal portfolio bonds (PPB) may become more attractive to investors as new regulations will allow additional property categories to be held within them.
One of the most common topics prompting advisers to reach out to life companies for support was around chargeable events. With a myriad of changes in recent years, it is little wonder that the already complicated topic has many UK advisers scratching their heads. Canada Life has put together a list of the five most…
Life insurers and advisers in Asia had to deal with regulatory overhaul, squeezed margins and shifting demographics, but while some have departed, partnerships and innovation have helped others stay ahead.
