Analysis
Retirement | analysis 17 Jul 18
Pension freedoms pioneering spirit is at risk
With what clients think is fair to pay firmly at odds with the risks IFAs now associate with advising on pension transfers, have the pensions freedoms lost their way?
Investment | analysis 16 Jul 18
DFMs face safe haven dilemma on US trade war
Discretionary fund managers say asset classes rather than geographies will be the best source of safety if the US unleashes a full-blown trade war as Bank of England simulations show the geographic scope of rising tariffs.
Best Practice | analysis 12 Jul 18
Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
Asia | analysis 9 Jul 18
The privacy risks of cross border investing
What can unite the UK and Russia, Saudi Arabia and Qatar and Pakistan and India? The answer, as all nerds know, is not football but tax, specifically the Common Reporting Standard (CRS), according to Irwin Mitchell Private Wealth partner Alex Ruffel and solicitor Luke Micallef-Trigona.
Industry | analysis 6 Jul 18
Enough with the millennials already!
More confusing than US politics, Brexit and the global economy, millennials have been branded lazy, entitled and the generation that ruins everything. Yet unlocking the key to this enigmatic group is viewed as the holy grail for most companies.