Fees
Five top advisers predict the perfect business in five years
The financial advisory space is undergoing an enormous amount of flux at the moment.
Tackling the offshore return conundrum from South Africa
“One of the biggest challenges I have faced as an adviser in South Africa in the past few years is generating a positive return for clients from international equities,” says Mark Jurgens, head of the Jurgens Group.
Retirement | 3 Oct 16
Strabens Hall warns Rops fees outweigh benefits
Strabens Hall, the international IFA firm with offices in London and Hong Kong, has advised clients against using recognised overseas pension schemes (Rops), warning that the high charges incurred with using the product can often outweigh the tax advantages they offer.
Middle East | 26 Sep 16
Asset managers, life co’s seek clarity on new UAE fund laws
Life companies are calling for more clarity on how new laws covering mutual funds offered for sale within their products in the UAE will work in practice, while asset managers have begun the process of deciding which products to offer.
Best Practice | 21 Sep 16
Advisers losing out due to customer experience not price
Advisers are losing business because they are failing to provide clients with a good customer experience, not because other companies are beating them on price, according to Rod Bryson, principal – wealth, long-term savings and insurance at Capgemini Consulting.