United Kingdom | 18 Jul 13
clients take rdr on the chin
Clients are less concerned about the RDR than advisers as more than double the proportion of advisers remain negative towards the legislation than clients.
Tax & Regulation | 18 Jul 13
advisers missing ldf advice opportunity
Many financial advisers are unaware of the advice opportunities available once a client has made an overseas assets disclosure, such as through the LDF, according to research from Skandia International.
United Kingdom | 18 Jul 13
deveres green sells 25 of stm stake
Nigel Green, the chief executive and founder of global IFA group deVere, has sold 2.5% of his shares in the STM Group, the London-listed cross-border provider of QROPS and other cross-border financial products.
Profiles & Comment | 17 Jul 13
the uks newest expat
As an expatriate himself, will Mark Carney be able to help those retirees abroad who are increasingly less wealthy, asks Guardian WM’s David Howell.
People Moves | 17 Jul 13
RBC WM hires Ellis to head up investment offering
RBC Wealth Management has poached Daniel Ellis from HSBC Private Bank as head of investments, replacing Tracy Maeter who left in March.