- April 20, 2017
Looking after Aussies in America
April 20, 20170 CommentsLooking after Aussies in America 20/04/2017 – Recent US efforts to crack down on tax evasion through overseas accounts are catching out expatriates living there, particularly Australians with existing superannuation funds back home, according to Brett Evans, the founder of Australia-based Atlas Wealth Management, one of the only firms...
- April 19, 2017
Atlas Wealth Management: reaching out to Australia’s diaspora
April 19, 20170 Comments19/04/2017 – Having spent part of his childhood in the US and Hong Kong – owing to having a father who was a Royal Australian Air Force pilot – Aussie Brett Evans had an early insight into the then-emerging need for advisers able to help the thousands of Australians who...
- December 6, 2016
New US fiduciary rule talk prompts question of global ‘fiduciary standard’
December 6, 20160 CommentsNew US fiduciary rule talk prompts question of global ‘fiduciary standard’ A new law requiring all US insurance brokers and others who provide retirement planning advice to begin doing so under a legally-binding “fiduciary rule”, like one that already applies to that country’s Registered Investment Advisors, is due...
- November 26, 2016
Australia regulator begins enforcing Oz version of fiduciary rule
November 26, 20160 CommentsAustralia regulator begins enforcing Oz version of fiduciary rule As US insurance brokers, financial advisers and financial services companies await word as to whether president-elect Donald Trump really will go ahead with rumoured plans to derail a proposed, legally-binding “fiduciary rule” affecting retirement product sales, Australia’s regulator has...
- June 8, 2016
Aussie regulator takes first-ever ‘best interests’ action
June 8, 20160 Comments08/06/2016 – The Australian Securities & Investments Commission said it has launched its first-ever action against an advisory business for breaching the so-called “best interests duty” rule, introduced in 2013 under the country’s controversial Future of Financial Advice reforms. The company in question is Melbourne-based NSG Services Pty Ltd, formerly...
- May 31, 2016
Critical illness cover: Advisers campaign in support of the forgotten insurance
May 31, 20160 CommentsCritical illness cover: Advisers campaign in support of the forgotten insurance “Our most valuable asset is ourselves, and yet we’re so woefully poor about getting ourselves protected,” says Tim Searle, chairman of the Dubai-based wealth management firm Globaleye. Searle is addressing one of the topics he feels...
- April 18, 2016
Australia’s Atlas Wealth to establish Singapore outpost
April 18, 20160 Comments18/04/2016 – Atlas Wealth Management, a Queensland, Australia-based advisory business which specialises in looking after Aussie expats long-distance, is formally expanding into Singapore, with the hiring of Jarrad Brown to look after clients there as a specialist financial planner. Brown, (pictured, right) who is himself Australian, will remain with Global...
- March 29, 2016
Reaching out to the Aussie diaspora: Part 1
March 29, 20160 Comments29/03/2016 – There may be, as is estimated, a million Australians living overseas. But as yet, there are few specialist financial advisers to serve them, industry experts say. Despite their rarity, International Investment managed to track down three such Aussie expat specialists, and ask them why they thought this community is...
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