beware wise men bearing bail outs
Taxes on private wealth to help fuel bail-outs within the European Union are a reality and must be understood by financial advisers, says Guardian WM’s David Howell.
Analysis
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investment strategies for us clients
With employment and education scattering family members across the globe, lifestyles are becoming increasingly multi-national.
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early bird advantage life trends with aia group
AIA’s Malaysia CEO and group chief distribution officer Bill Lisle says the company’s agency and partnership distribution platforms are a key driver of the company’s success as it capitalises on the region’s massive untapped growth opportunities
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fecif chair eu fatca has major implications
For months, Europe’s debt has been the dominant topic at meetings of the EU Commission. In such an environment, it's hardly surprising that the idea of some form of multilateral tax information exchange agreement ultimately proved too tempting to resist, says FECIF chairman Vincent Derudder
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dont knock other ifas devere
Sniping and griping: wholly negative traits that are, sadly and wrongly, too-often associated with all sectors that come under the broad umbrella of financial services.
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why its important to know your models 3
The way to avoid potentially poor investment models, and choose only the very best ones, MBG Int'l managing partner Paul Gambles explains in the third and final part of his series, is to do your due diligence — properly.
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why its important to know your models 2
Appearances can be deceiving, and this is as true for investment opportunities as it is for people. As MBG Int'l managing partner Paul Gambles explains in the second part of his series, there are certain clues that the shrewd investor knows to look out for, when seeking to avoid investment models that could be in…
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why its important to know your models 1
Charles 'Pops' Ponzi may have died more than sixty years ago, but the DNA of his investment strategy evidently lives on, says MBG Int'l managing partner Paul Gambles, in the first of a three-part series on the importance of scrutinising one's investment models.
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explain why and save yourself and your client
Making a recommendation should consist of more than "what" and in providing more an adviser can protect himself from possible future litigation says Square Mile Financial Services’ Chris Lean.
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geoff cook on what the budget tax evasion means
In the extract below from his post Budget analysis, Jersey Finance chief executive Geoff Cook sets out his view on the issues that will affect the island’s future as the tax clampdown moves up a gear.
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three reasons osbornes 2013 budget will
Gerry Brown, technical manager of Prudential, says in years to come, George Osborne's 2013 Budget might come to be regarded as one of the most memorable Budgets – at least from an "offshore" perspective.
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What will the uk budget bring
Just a few days now until the UK budget on the 20th March. Certainly a big day for the Chancellor given triple dip fears, loss of that topflight credit rating, and falling tax receipts putting the deficit reduction plan at risk.