Our pick of the best practice advisers in South Africa
Winners unveiled for International Adviser’s specialist award categories, and the overall best firm
Regions
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Australian life insurer fined A$700,000 for ‘hawking’
It used a telemarketing firm to cold-call clients
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Are pre-nups a wealth management tool?
While the contract has been criticised as ‘unromantic’, it can make financial planning easier
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DeVere to sell South African operation
To an advisory firm based in Hong Kong
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Financial advice can boost wealth by £47,000 in a decade
But ‘only a minority of the UK population’ has seen a planning professional
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IFAs still confused by nil rate band rules
Some are uncertain about tax penalties and what the limit is for gifts
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Asset boost at Brewin Dolphin despite discretionary flow dip
Wealth manager’s profits hit by investment in technology and acquisitions
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HMRC could face legal battle with outgoing Rangers chairman
Tax bill for football club’s use of employee benefit trusts might be overestimated by £50m
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Advisers need to focus more on segmentation
As 70% still categorise clients according to assets under management
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How to build a financial adviser – not a salesperson
One UK advice firm outlines how it is developing its own ‘talent pipeline’
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‘Appalling’ fraudster hit with confiscation order
Twelve months after he was handed a five-year jail term for scamming £3m from investors
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Vietnam bank signs 15-year distribution deal with Sun Life
As the insurer looks to increase its operation in the Asian country