Majority of Asia’s rich overlooking succession planning
Asia’s wealthy cross border families are largely unprepared to transfer wealth to the next generation according to research.
Best Practice
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Analysis: Political uncertainty keeps South African advisers in limbo
As South African financial advisers await the election of president Jacob Zuma’s successor with bated breath, where this political uncertainty leaves the implementation of the Twin Peaks reforms and the next phases of RDR is anyone’s guess.
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Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
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Global life premiums growth led by Asia acceleration
Global life premiums growth in 2018 and 2019 will continue to be carried by the strong performance of emerging markets, in particular China, as advanced markets continue to experience sluggish growth, according to a report by Credit Suisse.
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Clients in jeopardy as UK advisers drift towards greater risk
UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.
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International Adviser Best Practice Adviser Awards Middle East 2017
The winners in the Middle East for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 22 November at the Shangri-La Hotel in Dubai.
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Budget: Little pension change a ‘welcome respite’
It is “business as usual” for UK pensions as no major changes were included in the Autumn Budget by chancellor Philip Hammond, although some small tweaks were made to the lifetime allowance, asset management and the personal income allowance.
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Can transparency be counterproductive?
Telling clients about all the risks involved in an investment makes it appear less risky and more attractive, a study has found.
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Budget: HMRC handed more powers to assess offshore tax
HM Revenue & Customs will be able to assess offshore tax non-compliance dating back at least 12 years, triple the current system, under plans announced by chancellor Philip Hammond in the Autumn Budget on Wednesday.
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Analysis: UAE faces up to a new way of doing business
Regulatory changes proposed by the UAE Insurance Authority could completely change the way business is done in the region.
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Tough measures to tackle cold calling revealed
The government has revealed measures to ban pension cold calling as figures reveal that almost 11 million people, or one in six Brits, are cold-called about their pension each year.
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Analysis: Advisers in Asia are branching out
Shifting demographics and regulation have created greater overlap between the domestic and expat advisory markets, with firms across Asia eyeing opportunities on both sides of the street.