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Top 12 Key Attributes Collated for Financial Advisors
Over the years we have seen a host of great advice from leading wealth management companies and advisors with regards to what makes a...
Accruvis, Kenya and the game of Rugby
Accruvis were proud to be the main sponsor for The Rugby Patrons Dinner, Kenya, recently.
The Impact of Inflation on Savings and Investments.
As inflation continues to skyrocket around the globe, here’s how IFAs can help investors adjust their portfolios and hedge against risk....
Utilising FX In Times of Geopolitical Instability
As the world faces a new Cold War and Russia is hit with severe sanctions, investors, IFAs, executives, and economists around the globe...
How Financial Advisors Can Enhance The Client Experience
As self-service and internet-based solutions continue to overshadow the work of IFAs and those working in the financial sector, never...
The Importance of Customer Service in the Financial Sector.
The Importance of Customer Service in the Financial Sector.
The future of financial advice – are you ready?
If we follow what happened in the UK with the ‘Retail Distribution Review’ in 2013 which ultimately meant the removal of upfront...
Smartphones and Investing
It wont be a surprise to many, that more than 3 billion people worldwide use smartphones for a plethora of different activities. What...
Is the future remote?
The date is the 22nd of June 2021, the pandemic in countries who have not had a successful vaccination program are beginning to see cases...
Offshore Financial Advisers - what does the future hold?
Slowly but surely change is coming to the offshore financial advice market. Regulation is creeping in from a number of quarters. Product...
Can UK standard financial products be right for the offshore market?
Can UK standard financial products be right for the offshore market? There's a huge disparity between the quality and in particular cost...
How technology is shaping the future of how we work.
Remote working in the traditional ‘non-nomadic’ worker scenario has up until recently carried a bit of a bad reputation. Employers often...
Are you ready for the digital revolution?
2020 will surely be remembered as the year of the Covid-19 pandemic. We sat and watched as it unfolded, spreading slowly around the...
Marching into March.
Marching into March In many locations globally we take note of the anniversary of lockdown measures put in place to curb the spread of...
Are your clients now seeking income from their portfolios?
With the immediate future still being uncertain for investors who are invested in equities or index tracking funds, we know that being in...
How do expats spend their retirement?
It's important to plan for your retirement but it's not just financial planning that's important. It's just as important to plan out your...
What does added regulation mean for advisors and clients?
Offshore financial advice has changed a lot over the years, increased regulation to protect investors is and always will be the key...
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