who wears the trousers
Women are becoming a dominant force in the business world and are creating wealth for others and themselves. Guardian WM’s David Howell asks whether advisers are geared up to tap into this potentially huge client base.
Women are becoming a dominant force in the business world and are creating wealth for others and themselves. Guardian WM’s David Howell asks whether advisers are geared up to tap into this potentially huge client base.
Legal & General International Ireland's head of sales Jon Tucker explains the benefits of a holistic approach, where flexibility and listening to feedback are major keys to success.
The offshore investment environment can at times be a minefield to pick investments from given that a lot of jurisdictions outside the US and UK lack regulation, making it easier for those operating in such regions to bend their investment mandates to allow for activity that goes against what they promote to advisers and that…
The overhaul of the QROPS legislation last year substantially changed the landscape of the industry. Here Rex Cowley, principal of Newdawn Consultancy, explains what you should look for in a QROPS and how the jurisdictions differ.
In order to provide a really first rate service, it is crucial to make sure that your clients’ needs come before their wants. Prosperity CEO Andrew Cole discusses the philosophy behind his UAE-based advisory company and the need to be ruthless if you are to succeed
Anyone who doesn't yet know what the Brazilian flag looks like, or who Ronaldo “Ronaldinho” de Assis Moreira is, may before long, Helen Burggraf finds, as Brazil prepares to face the world’s media spotlight over the next few years.
Understanding the link between wealth and mobility is key to serving international clients. Guardian WM’s David Howell explores delves into a recent survey on the topic.
Moneycorp looks at the economic data from the last week, the effect it has had on the major currencies and what is likely to happen in the week ahead.
Sam Instone is a former soldier turned IFA, who built his reputation offering advice in hostile regions where other advisers feared to tread. He describes his tactics for introducing positive change to the industry
A highly paid pool of expats, a hugely wealthy elite and a native population with money to spare all combine to make Saudi Arabia a tremendous prospect for financial advisers, but actually breaking into the market takes some doing.
Moneycorp looks at the economic data from the last week, the effect it has had on the major currencies and what is likely to happen in the week ahead.
The advantages of being Dublin domiciled and how life companies can tailor their products to local markets, according to SEB Life International’s head of international sales and marketing Conor McCarthy.