Analysis
Best Practice | analysis 4 Jan 18
Are you listening carefully?
Many financial advisers have spent far too long asking clients all the wrong questions and failing to listen to what they really want, according to international business consultant Brian Foster.
Best Practice | analysis 2 Jan 18
Swiss advisers on life after Fatca
Five years after the US introduced stringent regulations that required foreign financial institutions to report the assets of US-domiciled clients, Swiss IFAs tell International Adviser the move has created greater specialisation across the industry and is still having an impact.
Africa | analysis 20 Dec 17
Financial planning to deal with South Africa’s junk status
How should South Africa’s financial advisers react to the country’s latest currency woes as its debt rating plummets to junk status?
Best Practice | analysis 19 Dec 17
Ready or not, here Mifid comes
Mifid II comes into effect on 3 January, and while many advisers remain woefully unprepared, significant benefits will make the sleepless nights worthwhile.
Middle East | analysis 18 Dec 17
A 1% pa income model for the UAE beckons – Nigel Green
One of the key industry figures in the region, the Middle East’s head for deVere Acuma Nigel Green has told International Adviser that “everybody is moving in the direction of a 1% per annum type model”.