One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.
Insurers are failing to adapt to changing customer needs and technology, instead focusing more on complying with new regulations, a new report by KPMG has found.
Successful investment leading up to pension age plays a significant role in retirement outcome but taking full advantage of the taxation benefits available can equally help maximise an expat’s position.
Earlier this year, South Africa-based Carrick Wealth launched its flagship Invictus programme, a training academy aimed at the company’s would-be advisers.
In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.
The Australian corporate regulator has decided to prosecute a financial advisory business for alleged breaches of a new law which requires firms to ensure their advisers put the interests of clients first.
More than a quarter of UK financial advisers are working longer hours, charging an average hourly rate of £157 ($226, €199), according to research from British insurer Prudential.
Craig Featherby’s start-up, Carrick Wealth, has hit the ground running, benefiting from South Africa’s burgeoning offshore funds market. He shares his inside view on the country’s current economic troubles.
“Dave, this conversation can serve no purpose anymore. Goodbye.” Those immortal words from Hal, the computer in Stanley Kubrick’s film ‘2001: A Space Odyssey’ had massive ramifications for the spaceship’s crew member and could be a portend (albeit fictional) for the way robo-advice may be taking us.
Independent financial advisers in Hong Kong have spent much of May coming to terms with further substantial changes to the region’s previously light touch regulatory regime.
Europe is at the forefront of a longevity revolution that will be one of the most disruptive trends in wealth management over the coming years, says Bryan Low, director, Acuity Consultants.
The growth in financial advisers choosing to outsource investment services to discretionary fund managers increasingly begs the question ‘what are they actually charging for?’
