Analysis: UAE faces up to a new way of doing business
Regulatory changes proposed by the UAE Insurance Authority could completely change the way business is done in the region.
AES International
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UK Best Practice Adviser Award winners revealed
The first set of winners in International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 3 May at the Waldorf London.
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Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.
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CII qualifications ‘no use’ in international financial planning
International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.
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Challenging the status quo of an ‘outdated industry’
As independent chartered financial planners and an Investors in People ‘champion’ firm, we aim to defy traditional approaches within the cross border financial marketplace, says Sam Instone, chief executive of AES International.
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Global best practice adviser firm of the year 2016 revealed
We are delighted to announce as we come to the end of 2016 that the overall winner of International Adviser’s inaugural Best Practice Adviser Awards is…
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Why advisers are shutting up shop in Dubai’s free zone
Rising rents in the Dubai International Finance Centre (DIFC) and the cost of regulatory compliance maybe to blame for the sudden spate of departures from the free zone by three financial service providers.
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DeVere UK attains chartered financial planner status
DeVere United Kingdom has been awarded corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
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AES Int’l granted chartered status by UK’s CII
UK-headquartered AES International, which provides financial advice to expats across the Middle East, has been granted corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
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AES gets DFSA licence, opens new Dubai office
UK-headquartered AES International, which provides financial advice to expats across the Middle East, has opened a new office in the Dubai International Financial Centre (DIFC) after gaining a licence from the Dubai Financial Services Authority (DFSA).
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AES picks Xplan software to automate its business
AES International has decided to implement the advice and wealth management platform Xplan, developed by Australian technology company IRESS, to help remove time-consuming manual processes across its business.
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Transparency and technology at the forefront of change, says everyone
Deadlines to implement business changes thanks to new regulations are coming thick and fast. So how are international life companies and global intermediaries changing their business models as a result?