11/20/2017
Lifetime allowance reform tops IFA budget wishlist
Two thirds also brushed off the impact of Brexit on clients.
Comment, Analysis & Research
11/20/2017
Many financial advisers are misleading the public with false credential claims, warns Which?
We found two of the 21 advisers claiming to be Chartered Financial Planners were not actually chartered.
11/20/2017
Are ETFs a harbinger of doom for the markets?
Guilty as charged?
11/20/2017
Pilatus Bank predicts that the UK will remain a dominant financial hub regardless of Brexit
Brexit has prompted a lot of uncertainty, especially in the financial services industry.
11/20/2017
Brits Look to Budget for Brexit Answers
As the U.K. Chancellor prepares to outline his fiscal program for the coming year, investors consider the ramifications…
11/20/2017
Barclays stands out after analyst turns positive
FTSE 100 edges higher by 8.78 points in thinly traded wider market
11/19/2017
Killik & Co Budget predictions
Lifetime ISA has been a damp squib
11/19/2017
Who decided that keeping money in ‘paradise’ is a crime? We should all thank havens
Offshore tax accounts are, on balance, a very good thing. Here’s why
11/19/2017
Poland’s banks ‘ready for consolidation’
Bank Pekao chief Michal Krupinski sees potential for future mergers in face of rising costs
11/19/2017
Swiss bank reveals Ireland has 125,000 dollar millionaires
Credit Suisse says average wealth figure for Irish adults 15th among over 200 countries
11/17/2017
Hargreaves Lansdown Hits One Million Client Landmark
Clients Numbers At UK's Largest Online Stockbroker More Than Double In Just Over Five Years
11/17/2017
Guernsey: A modern finance environment for a complex world
Fund managers and promoters with capital to deploy are brought together with transformation managers who understand insurance risk.
11/16/2017
Global Wealth Report 2017: Where Are We Ten Years after the Crisis?
According to the report, global wealth should continue to grow at a similar pace to the last half a decade and is anticipated to reach USD 341 trillion by 2022.
11/16/2017
Financial sector given new code on abuse
It is typically carried out by people in a position of trust, such as partners, relatives, friends of carers.
11/16/2017
Six in ten senior decision makers predict greater business efficiency from MiFID II
The TeleWare research reveals two thirds (65%) of financial firms believe MiFID II will ensure better employee working practices.
11/16/2017
Old Mutual Wealth: we're SJP's only credible scale competitor
According to slides in the Old Mutual Wealth presentation, at the end of June 2016 Old Mutual Wealth had 1,803 advisers, not including Caerus advisers.
11/16/2017
Millennials say advisers are inaccessible and too expensive
Societally we are now experiencing a new phenomenon of five generations working side by side.
11/16/2017
Portugal’s wealthy on the up
The number of wealthy Portuguese has been steadily growing since the start of the financial crisis almost ten years ago.
11/15/2017
Transformation in capital markets demands evolutionary approach - Research
Now is an ideal time for banks to review progress and evaluate next steps.
11/15/2017
EMEA sub-advised fund industry sees 1.7 per cent growth in Q3
Liquid Alternative funds have seen 19.3 per cent YTD AuM growth.