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Best Practice | News 17 Nov 17

UK offshore tax evaders face 200% penalties

Offshore tax evaders face “much higher” penalties for non-compliance under new Right To Correct (RTC) rules revealed by HM Revenue & Customs.

Best Practice | News 15 Nov 17

Inducement ban could hurt consumers, warns CISI

Financial Conduct Authority (FCA) plans to ban the offering or acceptance of inducements within the financial services profession could ultimately hurt consumers, according to the Chartered Institute for Securities & Investment (Cisi).

Best Practice | Video 14 Nov 17

Back office technology seen key to future IFA growth

Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.

Asia | News 13 Nov 17

Paradise Papers: expect regulation despite little wrongdoing

While the Paradise Papers reveal little in the way of wrongdoing, they will likely stoke political appetites for increasing regulatory scrutiny of the wealth management industry, says an analyst from research firm GlobalData.

13 Nov 17

Six fintech challenges facing financial advisers

How can financial advisers future proof their markets to evolve alongside fintech in preparation for a world where change is constant and digital comes first?

News 10 Nov 17

UK Gov’t outlines cold calling ban timeline

The UK Government is committed to banning pension cold calling and will bring forward draft legislation for scrutiny to ban the practice in early 2018, a member of parliament (MP) has confirmed.

Gallery 9 Nov 17

The quest for the holy grail of financial literacy

Seven Investment Management’s Justin Urquhart-Stewart is on a personal crusade to promote financial literacy.

He sees parallels between financial professionals use of jargon and the perception in schools that maths is hard. He argues they fuel an unjustified mystique around aspects of financial planning, which is driving clients away.

Here are his four bugbears:

News 9 Nov 17

Portugal and Malta top expat ranking

The most attractive investment migration programmes are from Malta and Portugal, according to the Henley Partners Global Residence and Citizenship Programmes 2017–2018 report.

News 9 Nov 17

Guardian launches adviser learning tool

Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.

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