Finance
Transformative impact of consolidation in financial advisory and wealth management
By Mike Foster, Chief Commercial Officer at Coleman Wealth As we navigate a period of unprecedented...
18th October, 2024
Financial advisory
Latest articles
Finance
The evolution and expansion of the financial advisor role
By Jennifer Valdez, president of Americas, intelliflo As the economic outlook continues to remain un...
7th December, 2022
Business
Q & A with Dan Booth, CEO of Leonard Curtis
Can you please introduce yourself and give us a quick overview of Leonard Curtis? Dan Booth has over...
14th October, 2022
Investing
Three reasons for investors to be cheerful in 2019
2019 promises three key tailwinds that will help positively drive returns for investors, affirms the...
24th December, 2018
Top Stories
Stanbic IBTC announces key appointments
Stanbic IBTC Holdings PLC, a member of Standard Bank Group, has announced appointments and changes i...
13th December, 2018
Top Stories
LABOUR’S “DANGEROUSLY NAÏVE” NON-DOM CLAMPDOWN ALREADY HAVING IMPACT
A “significant number” of the UK’s wealthiest tax payers are already enquiring about exiting Britain...
15th April, 2015
Top Stories
GLOBAL FINANCIAL FIRM, DEVERE GROUP, TO LAUNCH IN AUSTRALIA IN NOVEMBER
One of the world’s largest independent financial advisory organisations is to launch in Australia, i...
30th October, 2014
Top Stories
COMPANIES DEMAND LONGER-TERM WORKPLACE PENSION AGREEMENTS
Larger corporations are increasingly moving away from a one-off and project based approach to consul...
30th August, 2014
Top Stories
QUILTER CHEVIOT APPOINTS CHINESE MARKET SPECIALIST SAM JACOBS
Leading asset management firm Quilter Cheviot has announced the appointment of Sam Jacobs as a Busin...
13th August, 2014
Top Stories
SAVVA & ASSOCIATES IS AWARDED “CYPRIOT TAX AND VAT ADVISORY FIRM OF 2014” BY INTERCONTINENTAL FINANCE MAGAZINE
Savva & Associates (S&A), a leading independent provider of Global Business Services in the...
16th July, 2014
Top Stories
DEVERE GROUP CEO SELLS MAJORITY OF SHARES IN QROPS PROVIDER
The founder and chief executive of deVere Group, one of the world’s largest independent financial ad...
4th July, 2014
Top Stories
NEARLY HALF OF UK HOMEOWNERS NOW PRIORITISE INHERITANCE TAX PLANNING
Reducing inheritance tax liabilities is now the number one long-term financial priority of nearly ha...
9th May, 2014