News
First batch of UAE tax agents registered
Registered tax agents will soon be working in the UAE for the first time, as the Federal Tax Authority (FTA) has confirmed the first recruits are now fit to operate.
Best Practice | news 28 Feb 18
Mortgage advisers upskill as wealth advisers through Openwork
The first group of candidates have embarked on Openwork’s “Route to Wealth”, a study programme that supports firms upskilling their mortgage advisers to become fully qualified wealth advisers.
Offshore bond consolidation rattles advisers warns Canada Life
The recent trend of closed book market consolidators buying up international life company books of business has distracted its competitors and can be an issue for adviser firms, the managing director of Canada Life International, Sean Christian, has warned.
SJP Asia reports strong growth as global inflows rise 40%
Funds under management rose 28% at St James’s Place Asia in 2017, with the company reporting regional gross inflows and growing adviser numbers.
Chinese conglomerate buys $52m stake in Brazil wealth manager
Chinese insurance and investment group Fosun has added wealth management to its operations after announcing it is to acquire a Brazilian wealth manager for $52m (£37.3m, €42.3m).