Focus Solutions: Don’t panic over results of IFA mystery shop
The findings of a mystery shopping exercise in Hong Kong should not cause alarm says Mark Ehlinger.
Analysis
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EU tax harmony moves a step closer
EU-wide tax harmonisation has taken a step closer to reality, says TMF Groups Richard Asquith.
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Advisers and trustees face legal action after Hastings Bass ruling
Hastings Bass ruling will lead to more legal action against IFAs says Boodle Hatfield’s Will Twidale
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Beware – RDR and sibling regulation are not confined to the UK
Globaleye’s Tim Searle says advisers must be prepared for RDR-like regulation wherever they are.
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Is the entrepreneurial trustee an oxymoron?
Vistra’s Marc Farror argues trustees can be ‘prudent men’ while sanctioning greater investment risk
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The long haul to global growth begins at home
Mashreq Capitals Abdul Hussain looks at the disparity between the MENA markets and GEM.
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Authorised or regulated
Jonathan Gain of Stellar AM explores the differences and benefits of unregulated investment schemes.
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Defaults may be on the horizon in Asian debt
Asian debt investors should be concerned over defaults, says 3 Degrees AM’s Tanuj Khosla
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Speculating to accumulate – event sponsorship can bring rewards
Guardian WM CEO David Howell says IFA firms can grow their client books through event sponsorship
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Consumer attitudes must change before cold calling can be consigned to history
Globaleye’s Tim Searle says cold calling may be unpopular but is needed for consumers to be served
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Profiting from protection
ZIL’s Paul Dawson argues that protection planning should always be in the toolkit of an adviser
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Clean up the “murky world” of offshore investment
Killik & Co’s Sarah Lord says asset allocation and risk appetite are alien concepts to offshore IFAs