News, Comment & Analysis results for Client Affairs

Client Affairs
15 July 2019

Necessity, Pension Freedom Drive Older Investors To Take More Risk

Retirement planning is shifting as advisors and investors work out balancing risk with...

Client Affairs
29 May 2019

Cricket Gets Run For Its Money With New FX Deal

Professional cricketers are swelling the ranks of the sporting elite looking for bespoke financial...

Client Affairs
12 April 2019

“Understand How Financial Advice And Vulnerability Relate” - Client Care

A wealth management team is taking the message on the road to bring more attention to vulnerable...

Client Affairs
26 March 2019

UK's Seven Investment Management Cuts HNW Client Fees

The cut is a sign of fee compression in the wealth management sector. ...

Client Affairs
13 March 2019

Managing Wealth In Personal Injury Cases

The stakes could not be higher for wealth firms managing clients in catastrophic injury cases. ...

Client Affairs
11 March 2019

How Trusted Advisors Should Address Client Cognitive Decline

The article broaches a theme that appears to be getting more visible in the world’s wealth...

Client Affairs
6 March 2019

A Walk Around Intergenerational Wealth Planning

The author takes us on a high-level tour of what considerations arise in considering transferring...

Client Affairs
27 February 2019

A Real Differentiator - Getting Client Reporting Right - JHC

In its series interviewing firms about client reporting, this news service speaks to wealth sector...

Client Affairs
19 February 2019

A Real Differentiator: Getting Client Reporting Right - Datafaction

As part of a series of comments on the importance of client reporting and trends affecting it,...

Client Affairs
18 January 2019

Investors Lose Billions From "Scrip Dividend" Offers - Practitioners

A practice relating to how dividends are paid to investors has been attacked by a law firm and...

Comment & Analysis results for Client Affairs