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The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals
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International Adviser is the leading brand for global intermediaries who use cross-border insurance, investment, banking and pension products on behalf of their high-net worth clients. Launched in January 2006, International Adviser’s audience relies on it for the latest industry news, features, product development, market analysis and expert commentary. With our intermediary panel (made up ...
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St. James’s Place 'welcomes' next phase of the Advice Guidance …
16 hours ago · St. James’s Place has welcomed the announcement of the next phase of the Advice Guidance Boundary Review and said in a statement today (15 November) that it looks forward to continuing its “collaboration with the FCA, HM Treasury, and the wider industry to help finalise this critical area of regulatory change”.
Best Practice - International Adviser
AHR Group ‘first’ to gain IPPF recognition from CII across Middle East, central SE Asia. International Professional Partner Firms fully support employees to get high level industry qualifications and ongoing CPD, while upholding CII’s values, ethics. Best Practice | 24 Jul 24.
AJ Bell reduces charges on multi-asset income range
1 day ago · AJ Bell today (14 November) unveiled reduced ongoing charges (OCF) across its multi-asset income range, the VT AJ Bell Income Fund and VT AJ Bell Income & Growth Fund. The OCF for both funds is reduced by 15 basis points, from 0.65% to 0.50%, effective from 1 November. AJ Bell Investments’ multi-asset income range has delivered strong ...
How to find a good financial adviser - International Adviser
May 12, 2017 · How to find a good financial adviser. It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs. Clients have to understand what they need from the outset ...
Revealed: All the winners of the IA Best Practice Adviser Awards
Jan 17, 2024 · Blacktower Financial Management, Carrick, Melbourne Capital, Partners Wealth Management and Skybound have emerged as multiple winners of the latest Best Practice Adviser Awards, with the latter firm actually collecting honours across three of the five different geographies under consideration. Now in their eighth year, the awards – run by ...
AI beats ESG for impact on adviser businesses
3 days ago · The research points to advisers worrying about rising competition from AI. The ongoing development of AI will have more impact on adviser businesses than ESG over the next five years, new research from Downing Fund Managers has revealed. Its study with advisers found nearly half (46%) believe AI and its potential to boost efficiency, provide ...
How family investment companies can solve IHT problems
Feb 12, 2024 · FIC loans are a good way of freeing capital to shareholders without requiring the seven-year IHT rule. investment management fees – paid based on a percentage of assets basis – are tax-deductible for FICs, which they are not for individuals. FICs have become increasingly popular since 2006 regulations made trusts less attractive.