Globaleye’s Tim Searle on the changing nature of client advice
Tim Searle explains how the internet has changed the advice he gives to clients since he started the business in the Middle East. He also argues that the new UAE Financial Services Association has its work cut out to achieve its goals.
IPP Expat Advisory Group’s Ian Pryor on commission alternatives
IPP Expat Advisory Group's Ian Pryor talks about how he has explored alternative remuneration strategies to commission for his Singapore-based team of advisers. He also reveals how a number of advisers have already increased the proportion of ongoing earnings they take for client work.
‘Don’t do it!’ – Montfort International’s Geraint Davies on QROPS
An adviser must have access to knowledge beyond the financial services world and to know the client well enough to offer a bespoke service, he says.
Sean Kelleher, CEO of Mondial Dubai, on collapsed offshore funds
Sean Kelleher discusses the impact of collapsed LM Investment Management on his business.
Henley Group’s Antony Michell on the state of financial planning in Hong Kong
Henley Group chairman Antony Michell, explains how his 20-strong adviser practice is different to others in Hong Kong, and predicts a timescale for a full regulatory review there.