Six fintech challenges facing financial advisers
How can financial advisers future proof their markets to evolve alongside fintech in preparation for a world where change is constant and digital comes first?
Best Practice
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UK Gov’t outlines cold calling ban timeline
The UK Government is committed to banning pension cold calling and will bring forward draft legislation for scrutiny to ban the practice in early 2018, a member of parliament (MP) has confirmed.
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The quest for the holy grail of financial literacy
Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy. He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away. Here are his four bugbears:
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Portugal and Malta top expat ranking
The most attractive investment migration programmes are from Malta and Portugal, according to the Henley Partners Global Residence and Citizenship Programmes 2017–2018 report.
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Guardian launches adviser learning tool
Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.
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Huge commission gap between Middle East advisers and elsewhere
Nearly two thirds of financial advisers in the Middle East are still heavily reliant on upfront commissions in a much more pronounced way than other regions in the world, according to a poll in International Adviser’s regional digital editions.
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PFS strikes ‘gateway’ deal for international clients
The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.
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EU tax haven blacklist talks brought forward
A European Union blacklist of tax havens will move a step closer to reality on Tuesday when the member states’ finance ministers meet to discuss plans to tackle offshore tax avoidance.
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Old Mutual Int’l on best business practice
Jason Pearce, area sales manager, Hong Kong and NE Asia at OMI, talks to International Adviser about Future Fit, a series of best practice modules that can help advisers run their businesses more efficiently.
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Why this Dubai firm is already disclosing commission
Financial planning firm Abacus Financial Consultants has started disclosing commission on certain products, ahead of rules that the UAE regulators are expected to introduce to require advisers to do so.
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Be careful who you do business with, advisers warned
Failure by advisers and other financial services firms to carry out thorough due diligence on introducers and appointed representatives could put customers at risk of financial harm, the Financial Conduct Authority has warned.
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Top tips and case study planning with offshore bonds
Offshore bonds have many benefits beyond the more obvious taxation advantages, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.