The first three months with a new company is crucial for the trainee wealth manager. Ensuring that you have a clear system in place to provide support and guidance for new recruits is vital, yet often overlooked, says Globaleye chairman Tim Searle.
Plans to stop spouses of Britons overseas from receiving a UK funded state pension are misguided and will negatively impact the vulnerable, says Guardian Wealth Management’s David Howell.
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.
With employment and education scattering family members across the globe, lifestyles are becoming increasingly multi-national.
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
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
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.
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.
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…
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.
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.
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.
