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.
Best Practice
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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.
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Imminent regulatory deadlines for financial advisers
A storm of new regulation in Europe is imminent, and waves of change also in prospect in other regions, which means advisers need to be up to speed with the implications for their businesses.
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How to advise a football manager
Football managers need trusted financial planners to navigate what can be lucrative but uncertain career paths, according Kleinwort Hambros’ Maureen Llewellyn.
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MitonOptimal on advisers using DFMs
Dissecting advice and portfolio management can resolve the cost, performance and regulatory issues IFAs are facing, Scott Campbell, managing director and chief investment officer of MitonOptimal, tells International Adviser.
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Five big factors in the £1.27bn UK wills, probate and trusts market
Fragmented and largely unregulated, the UK wills, probate and trusts market was worth £1.27bn last year, but this is set to grow, according to market research company IRN Research.