12/19/2011
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
12/19/2011
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.
12/19/2011
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.
12/19/2011
The dollar index – which weighs the dollar against a basket of six other major currencies – rose to its highest level since January this week as investors expressed their frustration with the lacklustre outcome of last week’s EU summit.
12/16/2011
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
12/16/2011
While portability and flexibility are key when it comes to handling your finances as an expat, it may also pay to keep investments in a single location
12/16/2011
"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.
12/09/2011
This is particularly true for global finance where volatility has increased, liquidity is evaporating, and the role of government is pronounced but inconsistent.
12/09/2011
FSA chief Hector Sants holds hour-long meeting to hear views on changes to City regulation
12/09/2011
How will auto-enrolment affect advisers?
Commentators clash over pros and cons of small business delay and the implications for intermediaries.
12/09/2011
Helping clients stay abreast of personal finance matters is at the heart of a client-facing e-newsletter being piloted by Axa Wealth, the wealth manager has announced.
12/09/2011
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.
12/09/2011
The latest findings from the 2011 Expat Explorer survey revealed that Singapore is an ideal destination for expats relocating for money prospects.
12/09/2011
Household wealth, or net worth, is the value of assets like homes, bank accounts and stocks, minus debts like mortgages and credit cards.
12/08/2011
Statistically you are more likely to get divorced than switch your bank account – but Santander aims to buck this trend.
12/08/2011
Golden soil and wealth for toil – Australia’s prosperity is the greatest on earth according to a new report.
12/08/2011
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.
12/08/2011
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.”
12/08/2011
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.
12/07/2011
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.