Under half of Canadians to switch wealth firms in next three years
Firms must engage with clients and become trusted advisers or risk them leaving
EY
-
-
UK insurance clients don’t trust industry to pay claims
Despite providers settling more than 95% of them
-
Wealth managers must ‘evaluate’ offering as clients jump ship
Survey by EY finds 66% of advice customers would have changed provider in six years
-
Aussie expat wins income tax case after rejected appeal
Original decision ‘adopted too narrow a conception of permanent place of abode’ for worker based in Bahrain
-
Malta’s financial services reputation under fire
Customers and businesses threaten to turn their backs on the island amid Satabank sanctions
-
Aussie regulator reveals findings in ‘fees for no service’ case
Investigator concludes that Commonwealth Bank subsidiaries ‘took all reasonable steps’ to remedy clients
-
EY acquires US tax advisory
Private client and property advisers RPR Partners has have been acquired by EY.
-
Asset managers to ramp up ETF offering
Most asset managers will offer ETFs in the next five years, according to two-thirds of respondents to an EY survey.
-
Ireland urged to cut high tax rates to boost competitiveness
Ireland should slash personal tax rates in a bid to create jobs and take advantage of Brexit, according to a new report by accountancy and consulting firm EY.
-
PEOPLE MOVES: STM, L&G, Lighthouse
Cross-border pensions provider STM hires a key London & Colonial director to its board following its acquisition of the Sipp firm in September. EY reveals who will replace chief financial officer Mark Gregory when he retires next year as an ex- Personal Finance Society chief steps down from her role at the Lighthouse Group.
-
ETF launches to continue but success rates will fall – EY survey
The exchange-traded fund (ETF) industry fears product saturation is reducing the likelihood of successful product launches, an EY survey has revealed.
-
Why wealth managers need to change their business models
Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.