Andy joined Aitchison & Colegrave (now Towry) in 1995, then Scotland’s largest privately-owned independent financial adviser. He’s passionate about financial planning and the delivery of unbiased, professional and well informed advice that
Dave Young, president and founder of Paragon Wealth Management, started The Center for Financial Excellence in 1986 to give investors an opportunity to do more with their money.
Glasgow will now host the penultimate round of the Series from May 5 and 6 next year and the Lapasset, recently re-elected as chairman of the IRB for another four-year term, has expressed his delight.
Such sustained, top-level commitment to a charitable cause has helped the bank’s success in raising more than $37m in eight years to fund 2.7m cataract operations worldwide in conjunction with staff and partners, including a donation-matching progra
"After the incident of mis-selling, the bank had run a compliance audit and, in a bid to ease the selling process, the bank has decided to consolidate its business," said a person with knowledge of this development.
This is particularly true for global finance where volatility has increased, liquidity is evaporating, and the role of government is pronounced but inconsistent.
The letter, seen by Money Marketing, says L&G is Axa’s annuity partner and a comparison of the two providers shows L&G would offer a higher income.
Household wealth, or net worth, is the value of assets like homes, bank accounts and stocks, minus debts like mortgages and credit cards.
In this two-part series on philanthropy, we will look at both sides of the coin–what advisors can and should do, and what they should not do or should consider turning over to a philanthropic consultant.
This, coupled with full implementation of the Group’s financial cost controls and improved margins led to record breaking profit, all while delivering ongoing price reductions to our customers.”
Mitchell and Jessica Horst, formerly of Morgan Stanley Smith Barney, announced their move to WWM on Friday and will anchor the Las Vegas office, located in Green Valley.
A study by Kotak Wealth Management and Crisil estimates that there are around 62,000 UHNIs in India as of 2010-11, which is poised to rise to 219,000 by 2015-16, reflecting a total net worth of Rs235 trillion.