Guardian Wealth Management
Guardian unveils auto-plan tool
Guardian Wealth Management (GWM) has launched an automated financial planner.
Best Practice | 7 Jun 17
Guardian’s new client division to tackle industry shortfalls
Guardian Wealth Management has launched a new division to focus on client relationship culture after research found that most expats feel the ongoing service they receive from their IFA firms has declined or stopped altogether.
Best Practice | 12 May 17
How to find a good financial adviser
It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.
Best Practice | 4 May 17
UK Best Practice Adviser Award winners revealed
The first set of winners in International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 3 May at the Waldorf London.
Best Practice | 3 May 17
Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.