One in three IFA owners to retire within 10 years
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
Regions
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Mirae targets Asia, Australia and Middle East
One of the world’s largest emerging markets investors, Mirae Asset Global Investments, explains why it is targeting wealth managers in Australia, Asia and the Middle East.
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Hong Kong pilots scheme to streamline fund approval process
Hong Kong’s financial regulator is looking to speed up the application process for distributing funds across the region by piloting a new initiative.
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Soccer star Messi to face Spanish court on tax charges
International soccer star Lionel Messi will have to face trial for alleged tax fraud in Spain after a court in Barcelona turned down an appeal by his lawyers, the El Pais newspaper reported.
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Portugal and taxation: Busting the myths
A Portuguese tax resident can be taxed at a rate of 56.5%, but director at Blevins Franks Jason Porter unveils some of the exemptions and reliefs offered to UK expats who decide to make Portugal their home.
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ANALYSIS: Will Godfrey departure steady the Investment Association ship?
The fact that Daniel Godfrey felt he had to leave his CEO post sheds much light on what was behind the threats from Schroders and M&G Investments to leave, but also raises new questions.
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Challenges facing IFAs in the changing world of retirees
From managing money to managing families, Graham Bentley, on behalf of Marlborough International Management, shares his views on the best practice for IFAs.
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Intermediary profile: Power to the voice of South African IFAs
Ahead of RDR implementation in South Africa, IFAs would do well to consider whether to stay independent and seek other sources of revenue, or pool together to minimise governance expenses, explains Derek Smorenburg, the man behind the South African Independent Financial Advisors Association (SAIFAA).
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Matthews Asia launches Luxembourg-listed Asian credit fund
Investment manager Matthews Asia has expanded its Luxembourg-domiciled UCITS fund range with the launch of a new Asian fixed income fund.
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Middle East advisers call for action on unregulated schemes
Regulators in the Middle East need to do more to crack down on unregulated schemes and products, according to a new survey by market intelligence company Insight Discovery.
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Old Mutual and Intrinsic launch UK advice arm
UK-based Old Mutual Wealth and its adviser network Intrinsic have unveiled an advice business which aims to tap into underserved segments of the British market.
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FCA overhauls UK pension rules to boost consumer protection
The UK Financial Conduct Authority (FCA) has unveiled a wide-ranging review of its pension regulations to increase consumer protection following the new freedoms introduced by the government in April.