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Best Practice Spotlight

Founder of giant EU adviser training body ‘undimmed’ by Brexit

Asia | News 14 Aug 18

Chinese millennials – an untapped client pool for advisers

Only 44% of Chinese people aged 18-34 have started saving for retirement

Hong Kong’s ‘Toy King’ billionaire sues Convoy director

Best Practice | Features 9 Aug 18

Technology can make or break adviser/client relationships

Clunky technology “almost always reflects badly on the adviser”

Malta endorses EU tax crackdown

Best Practice | Gallery 6 Aug 18

Top tips for retiring to Malta

Avoid retirement regret by asking these key questions before making the big move to Malta

Experts react to DB pension transfer ruling

Best Practice | Features 31 Jul 18

New regulations for DB pension transfer advice

Five years on from the introduction of auto-enrolment, and three years on from pension freedoms, the UK retirement planning landscape has undeniably changed. David Denton, head of international technical sales at Old Mutual Wealth, explains.

Advisers shunned as clients seek life insurance online

Best Practice | 30 Jul 18

The benefits of a Family Investment Company

People wanting to protect and maintain control of family wealth are increasingly turning to family investment companies. Ravi Francis, senior associate solicitor at Irwin Mitchell Private Wealth outlines the benefits and drawbacks of using such a structure.

Best Practice | 27 Jul 18

FEIFA unveils first network member

The Federation of European IFAs has confirmed that Nexus Global is the first network in its latest membership offering, which is designed to support advisers in areas such as professional development and training, business transitioning and European regulatory matters.

News 26 Jul 18

‘Onerous compliance’ behind UK money laundering failings

UK anti money laundering efforts are struggling because heavy handed reporting rules are creating a glut in poor quality reports – a reform body has said.

Will 2018 see the decline of British expats in the EU?

Best Practice | 23 Jul 18

Top tips for retiring to Portugal

What are the big questions that need to be answered before people retire to Portugal? Blevins Franks’ business development director Jason Porter offers a case study highlighting key questions to consider.

News 20 Jul 18

UK IFAs facing advice suitability review in 2019

The Financial Conduct Authority has outlined plans to re-assess the suitability of retail investment advice in 2019, according to its latest annual report.

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