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Best Practice | Analysis 18 Jan 18

Will inflation remain absent?

During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?

Best Practice | News 18 Jan 18

Regulation is a ‘sideshow’ – international pension chief

Regulation is a sideshow in wealth management, according to Embark chief executive Phil Smith. 

Best Practice | News 18 Jan 18

Advisers should learn to be ‘never knowingly undersold’

Advisers and planners have a key role in explaining the benefits of financial services and demonstrating the industry’s trustworthiness, according to an advice guru.

Best Practice | Analysis 17 Jan 18

The five most in-demand investment trusts

The UK’s Association of Investment Companies has revealed the five most searched investment trusts on its website in 2017.

Best Practice | 17 Jan 18

‘Hitman’ using Facebook data in offshore Bitcoin scam

Jersey’s regulator and financial crime unit have warned of email threats to send hitmen to people’s homes unless they make a substantial payment in Bitcoins.

Best Practice | 15 Jan 18

French wealth tax restricted to real estate

French residents no longer have to pay a wealth tax on savings and investment income, after sweeping tax reforms came into effect limiting it to real estate.

Best Practice | 15 Jan 18

Next gen clients hungry for financial knowledge – study

Next generation clients believe if they had learnt financial planning skills at school they would have a better life, according to a Money Advice Service report which highlights the key challenges this segment is facing.

Best Practice | 15 Jan 18

Carillion collapse puts even more scrutiny on DB schemes

Carillion’s imminent liquidation and £587m (€660m, $805m) pension shortfall has put increased pressure on the UK Government to tackle the sustainability of defined benefit (DB) schemes in an up-coming white paper, according to an Old Mutual Wealth pensions expert.

Best Practice | 15 Jan 18

Double milestone for financial planner firm

City of London financial planning firm Investment Quorum has notched up a double milestone, celebrating its most successful year to date and a decade running an in-house investment management arm.

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