Advisers will be able to illustrate real time and future financial events to support the advice process pre- and post-retirement by using a new cashflow modelling tool on the Standard Life Wrap platform.
In a bid to maximise upfront commission, two Australian financial advisers have been banned from providing financial services for life for falsifying insurance applications on behalf of unsuspecting clients.
As Bitcoin surges to new heights, how can advisers manage enthusiastic clients’ fear of missing out (Fomo)?
The EU has blacklisted 17 jurisdictions, including South Korea and the United Arab Emirates, and put 47 others on notice including Jersey and the Cayman Islands, but it has not said what sanctions or penalties those shamed will face.
Trusts form an important part of UK tax planning and can offer a wide range of opportunities. To advise a client correctly regarding the setting up and maintenance of a trust, it is important to establish if the trust itself is treated as a UK resident trust or a non-UK resident trust, says Canada Life.
The European Council published its blacklist of 17 non-cooperative jurisdictions on Tuesday, including the United Arab Emirates and Bahrain.
Providing financial advice to a family running a business is complex, according to a Europe-wide study that highlighted challenges around growing a business and managing its wealth across generations.
David Matthews, head of sales for Europe for Old Mutual Wealth, discusses upcoming regulatory changes, how these are impacting advisers and the type of solutions they are exploring.
HM Revenue & Customs has removed all 19 Hong Kong recognised overseas pension schemes (Rops) from its online notification list.
Regulators are encouraging financial advisers to go deeper with due diligence exercises when selecting products and services for their customers, and to piece together an audit trail, says AKG’s Matt Ward.
Guernsey Finance chief executive Dominic Wheatley is “not sure what more we’re expected to do” to help improve transparency in the fight against offshore tax evasion, he told International Adviser.
If an adviser’s ultimate aim is to run a practice where clients will cheerfully pay the fees, the first step must be to counter some false truths about value, says Phil Billingham.
