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The leading website for IFAs who distribute international fund, life & banking products to high net worth individuals
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 ...
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Janus Henderson launches income ETF | International Adviser
1 day ago · The launch of JIII demonstrates the expansion of our robust active fixed income ETF product offerings designed to meet client needs.”. John Lloyd, lead, multi-sector credit strategies and portfolio manager at Janus Henderson, said: “Our goal is to create a portfolio across all fixed income sectors, aiming to build a portfolio of best ideas ...
AI beats ESG for impact on adviser businesses
2 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 ...
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.
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 ...
Succession planning under a high tax regime | International Adviser
6 days ago · 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 ...
Wealth market to double to $500bn in just nine years
Jul 12, 2022 · Customer demand for wealth management services is expected to surge to more than $500bn (£400bn, €466bn) by 2030 – double the size of the market in 2021 – according to research by global consultancy Bain & Co.
CII names seven new chartered corporate adviser firms
6 days ago · 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.