Analysis
North America | analysis 15 Oct 13
us banking lobby urges congress to challenge
As US financial institutions become increasingly aware of FATCA and its implications, a growing number of them are urging Congress to think again, says David Kuenzi, of US-based Thun Financial Advisors
Profiles & Comment | analysis 15 Oct 13
from here to infinity asset allocator
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity, which will act as the firm’s discretionary representative on Asian shores.
Profiles & Comment | analysis 8 Oct 13
what do long term savings solutions
Guardian Wealth Management's David Howell explores the two latest long term savings ideas from EFAMA and Alfi.
Profiles & Comment | analysis 2 Oct 13
a design for life business strategies with
An increasingly complex market environment means that today’s IFAs must be far more skilled than their predecessors if they are to truly work in their clients’ best interests. A structured training programme has become a vital tool in ensuring good long-term returns, as Mondial (Dubai) are discovering
Profiles & Comment | analysis 12 Sep 13
advisers still a threatened
Figures from the UK regulator show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.