The growing use of discretionary fund managers (DFMs) has put some advisers in a sticky situation. How can you comfortably charge a fee for an on-going service model when one of the most visible parts of that service is outsourced?
Investment research firm FE Analytics has launched a service to help IFAs meet suitability requirements and deliver consistent investment advice.
Brussels-based Brian Dunhill gives important insights into how he provides the most effective advice to his US expat clients.
A hurricane of difficult regulation is to going hit the European financial advice industry, and for some companies and countries it is already too late, the audience of IFAs at International Adviser’s Future Advisory Forum Europe heard on Thursday.
Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.
Wealth managers need to consider client experience first if they are to prosper when the industry inevitably pivots away from its current focus on tax and regulatory changes, according to the keynote speaker at the International Adviser’s Future Advisory Forum Europe.
The winners in Europe for International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 28 September at the Waldorf Hilton in London.
A road plan for adviser remuneration is set out by Phil Billingham in the first of a new series looking at how to thrive amid ongoing regulatory change, including reactions from three IFAs across the globe.
With the UK Government now implementing tougher rules for non-doms, RL360°’s head of technical services Neil Chadwick explores the implications and possible solution using a multi-jurisdictional case study.
Four countries have long-established tax treaties that give UK-non-doms from these jurisdictions a hugely advantageous opportunity to minimise paying inheritance tax on their worldwide assets.
Advisers need clarity and reassurance on defined benefit transfers, the FCA has been told by the pensions industry in response to its consultation on update existing guidelines around advising on DB transfers.
Some advisers may move their businesses to dodgy jurisdictions while others will have to meet a long list of new requirements, as the world ratchets up its regulatory hold on the financial services industry.
