Global insight into 2019 positive but with concerns
‘A constructive, yet vigilant, approach to financial markets is warranted’
‘A constructive, yet vigilant, approach to financial markets is warranted’
Pressuring firms to appoint new leadership could also drive change
Increased uncertainty poses very clear challenges for the provision of pensions and advice, says FCA chief
Researchers note ‘sharp acceleration’ in numbers of multi-millionaires and their net wealth
With the UK cost of living now 103% of average family income, more will consider a life abroad
Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
Life companies based in the EU counting on the UK dependent territories to help them to continue servicing existing UK policyholders need to think again, warns Acuity Consulting’s Simon Willoughby.
If they don’t heed the stark warning from the European Commissions about the legal repercussions of Brexit, asset managers in the UK are at risk of being shut out of the European market, warns Brendan Adams, managing director, VAM Global Management Company.
There is work to be done if the advice industry wants to be considered the premier source of information for people making retirement investment decisions around the globe.
Standard Life, Legal & General and Santander are among the high profile firms named in a report that criticises asset managers for using obscure language, long sentences and jargon on their websites.
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.