us banking lobby urges congress to challenge
As US financial institutions become increasingly aware of FATCA and its implications, a growing number of them are urging Congress to think again, says David Kuenzi, of US-based Thun Financial Advisors
Analysis
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from here to infinity asset allocator
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity, which will act as the firm’s discretionary representative on Asian shores.
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what do long term savings solutions
Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.
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a design for life business strategies with
An increasingly complex market environment means that today’s IFAs must be far more skilled than their predecessors if they are to truly work in their clients’ best interests. A structured training programme has become a vital tool in ensuring good long-term returns, as Mondial (Dubai) are discovering
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advisers still a threatened
Figures from the UK regulator show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
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filling the fatca void
The sizeable advice gap left by large institutions ditching their US clients is an even bigger opportunity, says Guardian WM’s David Howell.
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finding mr right
Focus, clarity and diligence ensure your clients make informed financial decisions and help you build a successful and long-lasting relationship with them, says Melanie Nutbeam, senior associate, HFS Asset Management
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lm investments peter drake breaks silence
Peter Drake, the founder of LM Investment Management, hits back at the Advisers Committee for Investors and other critics. Published here exclusively.
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eastern promise life trends swiss life singapore
Demand for sophisticated wealth management is on the rise in Asia, giving companies like Swiss Life Singapore a whole host of growth opportunities in the region, says the company’s chief executive Thomas Henze
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hmrc provides welcome clarification
Jeremy Pearson, technical support manager of Canada Life, looks at how HMRC has resolved a key area of uncertainty in the realm of discounted gift trusts and says why it’s good news
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lmim investors group lashes out
In the wake of last week’s winding up order by the Supreme Court of Queensland of LM Investment’s First Mortgage Income Fund, the Advisers Committee for Investors lashed out at what it said were “multiple failings" within Australia’s regulatory system, for having permitted the fund to get into the state it did…
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change comes to new zealands foreign
As New Zealand prepares to change the way it taxes so-called "foreign superannuation funds", Stephen Ward, managing director of Premier Pension Solutions, looks at how the new regulations will work