Gallery
Clients unclear about how much insurance cover needed
Perception and reality differ significantly when it comes to how families around the world think they will be impacted if the main earner suffers from critical illness, disability or worse without appropriate cover, says Zurich.
Best Practice | gallery 24 Jun 16
Expert views on the UK’s Brexit vote
Members of International Adviser’s Tax & Technical Panel give their views on the outcome of Britain’s decision to leave the European Union.
Best Practice | gallery 20 Jun 16
What will a ‘Brexit’ mean for my pension?
With the referendum on whether or not the UK will leave the European Union only days away, Aegon has addressed some of the concerns about how a vote to leave could impact pensions.
United Kingdom | gallery 16 Jun 16
UK funds feel the Brexit effect, but FX remains best barometer
With Brexit now less than two weeks away, the volume of commentary finding its way into our sister publication Portfolio Adviser’s inbox is growing rapidly. For your convenience they have placed all the most interesting investment ideas into one place .
Best Practice | gallery 15 Jun 16
Three financial adviser initiatives: Aisa
In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines.