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Features
Best Practice | features 9 Aug 18
Technology can make or break adviser/client relationships
Clunky technology “almost always reflects badly on the adviser”
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.
Industry | features 23 Jul 18
How can a ‘closed’ insurer be open for business?
Phoenix is widely known as a closed fund consolidator, but chief executive Andy Moss argues that this, in many ways, is a misnomer. In this article, he explains why the recent transaction with Standard Life Aberdeen is a “win-win”.
Emerging Markets | features 15 May 18
Why India is the top EM pick
India has a big demographic story, which is among the reasons why it stands out for us, and why it is the largest single country overweight within our emerging markets (EM) equity allocation, says Jaisal Pastakia, investment manager, Heartwood Investment Management.
Investment | features 9 May 18
Will taper tantrum happen again?
Emerging market debt has been attracting robust inflows but as monetary policy tightens and volatility rises can the asset class retain its appeal?
Features 6 Apr 18
Founder of giant EU adviser training body ‘undimmed’ by Brexit
The founder of the European Financial Planners Association, Josep Soler-Alberti, explains to International Adviser about his mission to educate.
Features 5 Apr 18
Sinister twist for expat finances
The portability of an expat’s financial affairs afforded by the digital revolution for the growing number of those living and working away from their domiciled residence comes with a sinister twist, says Nick Eatock, executive chairman of back office software provider Intelliflo.
Features 4 Apr 18
High net worth family planning using trusts
In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.
Analysis 3 Apr 18
Case study insights into the UK’s new trust register
The UK’s new trust register is ringing in big changes for non-UK trustees and beneficiaries.
Features 26 Mar 18
Is your reputation at risk?
Managing client complaints that could put a firm’s good name on the line must be at the heart of a standard planning process.
