International Adviser | The leading website for IFAs who distribute ...
WEBThe leading website for IFAs who distribute international fund, life & banking products to high net worth individuals
Asset allocation model portfolio assets to reach $2.9trn by 2026
WEB1 day ago · More than one-third of outsourcer advisers expect to increase their use of model portfolios over the next 12 months Asset allocation model portfolio assets continue to grow as adviser practices shift the way they construct client portfolios as asset allocation model portfolio assets are projected to reach $2.9trn by 2026, according to The Cerulli Report—U.S. Asset Allocation Model Portfolios ...
Temporary suspension of cost disclosure rules is 'breakthrough' …
WEB1 day ago · The change in stance follows statements from the UK Treasury and FCA The Association of Investment Companies (AIC) has described the temporary suspension cost disclosure rules as a “breakthrough following today’s (19 September) HM Treasury ‘Reforms to Financial Services retail-disclosure requirements’ announcement and the FCA’s ‘Statement on forbearance in relation to investment ...
Managing illiquid assets is 'key concern' for pension schemes ...
WEB1 day ago · In the past few years, many DB schemes have found themselves overweight in allocations to illiquid assets Aon, the global professional services firm, said today (19 September) that as more UK defined benefit (DB) pension schemes approach their endgame, be it buyout or run on, the issue of how they handle their illiquid investments has become an increasingly prominent topic.
About IA | International Adviser
WEBAbout IA 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.
CII: 'Encouraging signs' in Middle East for take-up of …
WEB22 hours ago · As the professional body dedicated to boosting professional standards across the globe, the Chartered Insurance Institute is on a constant mission to foster and nurture close collaboration with corporate organisations and stakeholders. Regional director for the Middle East and CSA regions, Gaenor Jones (pictured), talks about the regional initiatives and strategies in place to accelerate ...
European cross-border life sector encounters post pandemic head …
WEB22 hours ago · At a glance, the ‘roller-coaster’ pattern of cross-border new business across the 2019-2023 period appears to mirror that of the global market. On closer inspection the European region fared: • Marginally worse than the global market going into the pandemic in 2020; • Significantly better in 2021 in the post-COVID recovery period;
Best Practice | International Adviser
WEBTop tips and guidance for advisers on how to implement best practice in their business models.
Revealed: All the winners of the IA Best Practice Adviser Awards
WEBJan 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 – …
IA launches Best Practice Adviser Awards 2023 - International …
WEBJun 14, 2023 · International Adviser is delighted to announce that it has launched its global Best Practice Awards 2023 in partnership with Morningstar Wealth Platform. The awards celebrate the achievements of the top financial advice firms in the UK, Europe, South Africa, Middle East and east Asia. They are a global showcase for firms to highlight their ...
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