Analysis
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.
North America | analysis 5 Sep 13
filling the fatca void
The sizeable advice gap left by large institutions ditching their US clients is an even bigger opportunity, says Guardian WM’s David Howell.
Profiles & Comment | analysis 23 Aug 13
finding mr right
Focus, clarity and diligence ensure your clients make informed financial decisions and help you build a successful and long-lasting relationship with them, says Melanie Nutbeam, senior associate, HFS Asset Management