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The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals
AJ Bell reduces charges on multi-asset income range
7 小时之前 · 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 ...
AI beats ESG for impact on adviser businesses
2 天之前 · 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 ...
Succession planning under a high tax regime | International Adviser
6 天之前 · There has also been talk in Switzerland of the raising tax on inheritances worth over $56 million to 50% following an initiative launched by elements of the Social Democratic Party. The revenues raised from this would be deployed to fund measures aimed at tackling climate change. While predictions around tax tend to grab headlines, this is just ...
Aviva reports 'extremely positive' trading across the business in Q3 ...
9 小时之前 · Aviva today (14 November) reported general insurance premiums up 15% and wealth net flows of £7.7bn 21% higher in a positive Q3 update citing strong delivery and profitable growth a robust and resilient capital position and confidence in achieving the group’s financial targets. Amanda Blanc (pictured), group chief executive officer, said ...
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About IA - International Adviser
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 ...
CII names seven new chartered corporate adviser firms
6 天之前 · We look forward to working alongside these firms to deliver good customer outcomes and best practice.”. The firms are: Augustine Limited. Avoca Wealth Management Ltd. Better Financial Planning. Park Insurance Ltd. Sedulo Wealth Management. SGM Financial Management Ltd. Suttons Independent Financial Advisors Ltd.
Revealed: All the winners of the IA Best Practice Adviser Awards
2024年1月17日 · 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 ...
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.