Feifa partners with BNP Paribas Asset Management
The Federation of European Independent Financial Advisers (Feifa) has partnered with BNP Paribas Asset Management to promote professional development and training activities.
Best Practice
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Scammers use speech tricks to con victims
Cold-calling fraudsters use an urgent tempo when speaking or apologetic language to convince victims that they are genuine, research from scam awareness group Take Five suggests.
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How the UK election could impact pensions
What looked like a sure thing when UK prime minister Theresa May called the snap election back in mid-April has turned somewhat muddy. Aegon pensions director Steven Cameron has taken a look at what the parties’ manifestos mean for pensions.
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Isle of Man watchdog to review unregulated funds
Isle of Man treasury minister Alfred Cannan has confirmed that the island’s Financial Services Authority (IOMFSA) is “undertaking a review” of unregulated funds and will “make appropriate recommendations for change”.
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Commission still makes up 25% of revenue for UK IFAs
Financial advisers in the UK still earn a quarter of their income from commission, according to latest figures from the Financial Conduct Authority (FCA).
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Abu Dhabi creates will registry for expats
Abu Dhabi has created a new register of wills for non-Muslim expats living and working in the UAE, which may allow them to circumvent Sharia law when estate planning.
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Isle of Man regulator takes action to stem fund failures
The Isle of Man financial regulator is to crack down on collective investment funds by setting out “effective” guidance rules to “safeguard the reputation of the island”.
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What Trump’s tax plan means for US expats
President Donald Trump unveiled his much-anticipated tax plan last month, promising “the biggest tax cuts in history”. Here tax advisers Ephraim Moss and Joshua Ashman from Expat Tax Professionals show how the proposals will affect US expats living around the world.
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The naked truth about MiFID II
The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business development manager for European IFA network OpesFidelio.
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UK advisers turning to law firms as IHT changes bite
Financial advisers expect a boom in demand for inheritance tax (IHT) advice and are looking to strengthen business partnerships with lawyers to help them cope.
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40% of entrepreneurs prefer lifetime gifting in estate planning
Two fifths of business owners and entrepreneurs are pursuing a “giving while living” approach when it comes to estate planning, according to a new report by RBC Wealth Management, creating the “biggest opportunity” for financial advisers.
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Risks of using ETFs on Irish regulator’s radar
The risks of using ETFs and whether they are fully understood by international regulators are under the spotlight in a discussion paper released by the Central Bank of Ireland.