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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Offshore Investment

Bermuda makes OECD 'white list'

Bermuda has been added to the Organisation for Economic Co-operation and Development's (OECD) white list of offshore jurisdictions, having signed its twelfth Tax Information Exchange Agreement (TIEA) with the Netherlands.

clock 19 June 2009 •

Mortgages

Four house hunters for every property

Estate agents are registering four house hunters to every available property as demand is outstripping supply across the UK housing market.

clock 19 June 2009 •

Protection

Know your client

Summer is upon us and many people are making plans for the holidays. It's also the start of the wedding season, and a number of people in my team are planning to tie the knot this summer.

clock 19 June 2009 •

ETFs

ETFlab launches six equity ETFs on Xetra

ETFlab Investments has released six equity ETFs on Xetra, Deutsche Börse's pan-European trading p...

clock 19 June 2009 •

Your profession

Firms warned as owners enforce retention rates

Firms are running the risk of alienating their adviser forces as they prepare to impose existing retention rates on plunging earnings.

clock 18 June 2009 •

Investment

Surprise jobless data sends Dow higher

The Dow Jones opened marginally higher on Thursday on the back of positive, and unexpected, weekly jobless figures.

clock 18 June 2009 •

Technology

Quarter of advisers mull guided sales channel

One in four intermediaries is "definitely considering" a web-based or guided sales model in the run up to the RDR, a new study reveals.

clock 18 June 2009 •

Offshore Investment

Gibraltar readies 10% rate of tax

The government of Gibraltar is in the final stages of negotiating the implementation of a 10% standard corporate tax rate for both domestic and international companies investing in the offshore center.

clock 18 June 2009 •

Investment

Call for fund charge cut to prepare for RDR

Advisers, asset managers and platforms each need to cut their share of fund charges to ensure clients are still receiving value for money, HSBC Global Asset Management's Andy Clark believes.

clock 18 June 2009 •

Absolute Returns

Pegrum and Marriage to run new Cazenove absolute return fund

Cazenove is set to launch its second absolute return vehicle for retail investors to be run by hedge fund specialists Neil Pegrum and Paul Marriage.

clock 18 June 2009 •
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