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Posts by category
- Category: Business Advice
- Why is There No Income Tax in the UAE? A Comprehensive Analysis
- The Definitive Guide to UK Inheritance Tax for Expats
- Top 12 Frustrations with Financial Advisers: What Clients Should Expect and Demand
- A Comprehensive Weekend Financial Health Check for Western Expats
- Let’s learn quality control from manufacturing
- The 18 Golden Rules of Customer Service
- Why aren’t you saving? Understanding the consequences
- How to financially educate your children
- Is wealth more important than health?
- Employee Pay Increase: How to Ask
- Parents who don’t have life insurance are being irresponsible
- Why Some People Struggle to Save Money Each Month: A Behavioral Perspective
- Life insurance for your family; both now and for their future
- 10 Top Tips on Choosing a Financial Advisor in Dubai
- Think custody of kids is automatic as an expat? Think again!
- Key mistakes people make when trying to become wealthy
- Let’s have regular reviews, shall we?
- What makes a great financial adviser?
- Financial coach vs financial product salesman
- Pensions, Divorce and QROPS
- Gaining customer loyalty means going the extra mile
- 10 money mistakes anyone can make
- How can stress affect your health…?
- Testimonials demonstrate your credibility and expertise
- How does the FTSE 100 work?
- Industry needs more young talent to keep financial advice accessible
- Financial Advice in Dubai: Some Basic Suggestions and Guidelines
- Posting on social media can destroy your claim on insurance
- Workplace Culture: How to Create the Best
- How to make a will: Spike in Will writing
- Spenders vs. Savers: Let’s meet in the middle
- 10 ways to achieve customer happiness!
- 15 Secrets Of Making New & Long-Lasting Relationships
- Part 3 of 3 – Do You Need a GREAT Financial Adviser?
- Why do financial advisers always tell you to invest?
- Part 2 of 3 – The benefits of working with a great financial adviser
- Part 1 of 3 – What makes a great financial adviser?
- What is behavioural finance?
- Habits of successful investors
- Expat life in Dubai: Financial Concerns, Part 1
- Big tax changes coming to South Africans
- Living the expat dream
- What does being “rich” come down to?
- Why others criticise you in business
- Will you suffer a disaster in retirement?
- 7 Reasons Why Have You Already Given Up Your New Year’s Resolutions
- How to Reset and Refocus your Investment Portfolio for 2022
- The 6 key tips to turn your failures from 2021 into success for 2022
- QUIT that dead-end job, NOW!
- All businesses should have a strong core vision
- The 5 Most Important Reasons Why Great Leadership is Vital
- Why France makes an awesome place to retire!
- How to Make That First Impression Count
- Tips for international financial advisers considering moving to the UK
- Are you a successful leader? Find out here…
- International Financial Advisers: Technology is changing the industry
- What is your customer proposition?
- The good times roll – until they don’t
- Pensions: THE TRUTH
- Looking out for Weak Leaders vs. Strong Leaders
- Britons ‘FAILING to make saving for old age a priority’
- When accreditations aren’t enough
- Can You Fix Your Life From Home? – by Grant Cardone
- How to bring the best out in your team by leadership
- 7 Essential tips on what it takes to succeed in life
- ‘Alarming’ number of young people in UAE & Saudi Arabia diagnosed with cancer
- Counting sheep at night? What causes your lack of sleep?
- Should I Defer My UK State Pension?
- Mike Coady Awarded Fellow of the Association of Professional Sales (F.APS)
- Tony Robbins Has 1 Question That Can Turn Your Worst Day Around
- A Wealth of Experience
- Is Cash King?
- There should be nothing remarkable about world-class standards
- LinkedIn’s top productivity online course
- Why You Wouldn’t Buy a UK Property Right Now!
- Why Could There Be Another COVID-19 Market Crash?
- Suffer from a critical illness? Register with Dubai Police for faster emergency response.
- Effective time management skills everyone needs to have – by Tony Robbins
- Grant Cardone’s 4 easy steps to keep on track
- Powerful Habits for Success
- UK Residents: Would you pay less tax if you lived abroad?
- Is your company making you sign over the top NDA’s?
- Mike Coady launches new online brand presence
- “Hell on earth would have been to meet the person you could have been” – Tony Robbins
- Digitalization in business Episode 1/6
- NHS slaps British expat couple with £40,000 bill for emergency birth while they were on holiday in the UK – Daily Mail
- New civil partnerships law could add ‘billions’ to DB liabilities – Professional Pensions
- Property owners eyeing an exit find it tough going in Dubai – Gulf News
- Pensions offload £10bn in liabilities annually via transfers – by FT Adviser
- Consolidation could see 4 in 5 schemes disappear – by Pensions Expert
- A million defined benefit transfers expected – by FT Adviser
- Warning issued by FCA about scammers on Facebook, Twitter & Instagram
- Zurich put a “Scam Awareness” request through to BBC
- Fail to plan…plan to fail – the UK’s ticking retirement time bomb
- Surviving and thriving in the low interest rate environment
- International Adviser Gulf Forum hailed a great success
- International Adviser’s Gulf Expert Forum
- Judging International Adviser Awards 2013
- Oil Wells Gush Cash For High Paid Workers
- Stand your ground, Microsoft
- Mike Coady on Long Term Financial Planning
- Category: deVere
- A fortnightly look at global financial markets – 25 October 2016
- Family Wealth Manager praises mentoring at Stapleford Park
- deVere United Kingdom: Highly Commended National IFA Firm of the Year
- A fortnightly look at global financial markets – 10 October 2016
- A fortnightly look at global financial markets – 26 September 2016
- 55 per cent week on week rise in post-Brexit mortgage enquiries
- A fortnightly look at global financial markets – 15 August 2016
- deVere United Kingdom shortlisted for National IFA of the Year
- Chartered Financial Planner status awarded to deVere United Kingdom
- A fortnightly look at global financial markets – 2 August 2016
- 50 per cent rise in mortgage enquiries since Brexit
- deVere United Kingdom receives Chartered Financial Planners status
- A fortnightly look at global financial markets – 19 June 2016
- Mike Coady becomes a Fellow of the Institute of Directors
- A fortnightly look at global financial markets – 4 July 2016
- BREXIT: The Aftermath
- Workplace Solutions’ Simon Chrystal speaking at DB to DC Transfers Conference
- A fortnightly look at global financial markets – 7 June 2016
- Mitch Hopkinson speaking at Change the Game Conference 2016
- A fortnightly look at global financial markets – 25 May 2016
- Success for deVere Group at 2016 Business Excellence Awards
- A fortnightly look at global financial markets – 9 May 2016
- A fortnightly look at global financial markets – 11 April 2016
- A fortnightly look at global financial markets – 30 March 2016
- A fortnightly look at global financial markets – 15 March 2016
- deVere United Kingdom targeted in another clone scam
- Possible Brexit boosts demand for mortgage enquiries
- deVere Apprenticeship Programme set to discover a new stream of talent
- deVere United Kingdom warns against clone scams
- A fortnightly look at global financial markets
- UAE and Qatar buyers spike demand for UK mortgage enquiries
- A comprehensive look at the UK’s Housing Market
- Interest rates staying the same will boost demand for mortgages
- A fortnightly look at global financial markets – 18 Jan 2016
- Global Financial Markets Outlook – January 2016
- deVere forecasts 50% more business in 2016 and launches HNW division in UK
- Expat Mortgage Recommendation
- Workplace Solutions appoints new Head of Operations – James Ellison
- deVere United Kingdom awards
- deVere United Kingdom and deVere Mortgages: Business Principles
- deVere United Kingdom and deVere Mortgages: The Vision
- deVere Mortgages – further success stories
- Cold-calling fraudsters target people across Britain
- As banks report rise in job losses – ‘new blood’ is needed in the financial services industry
- deVere United Kingdom’s Mitch Hopkinson and Lee Grimshaw pass R08 exam
- deVere United Kingdom’s year-to-date revenue increases by 51 per cent
- Workplace Solutions appoints new Head of Wealth Management – Maxine McIntyre
- Promotion congratulations!
- deVere Mortgages success stories
- Studio interview with FT Adviser
- deVere Group Graduate Programme – The fast track to success
- deVere Mortgages: Overseas buyers continue to spike demand
- deVere United Kingdom to hand-pick graduates and trainees within recruitment drive
- deVere Mortgages: Huge demand from overseas buyers in Q1 2015
- deVere Group wins ‘Excellence in Independent Financial Advice – Global’ Award
- deVere United Kingdom receives Investors in People award
- New annuity freedoms present new risks, warns Workplace Solutions
- Workplace Solutions interviewed on elite panel of pensions experts
- Attractive tax legislation on pension lump sums offered in popular retirement areas
- Nigel Green sets the record straight on issue of offshore banking
- Management team announced for Workplace Solutions
- Maturity of Autocallable Note sees up to 30.5 per cent return for deVere clients
- deVere-sponsored Geneva Charity Ball 2015 – to be the best yet!
- Market opinions from GAM and working with deVere Group
- deVere Western Europe launches recruitment drive
- deVere Mortgages launched
- ‘Inside deVere Western Europe’ video
- A Week in the Life of deVere CEO Nigel Green
- deVere Group 2014 Awards: Rewarding Excellence
- New UK Stamp Duty reform welcomed by property investment experts
- deVere United Kingdom wins ‘Excellence in Professional Services’ award
- deVere United Kingdom on an IFA recruitment drive
- Spain on the up following reports of economic growth
- Geneva named the best city to call ‘home’ in new survey
- Finance professionals lured back to London from Arabian Gulf
- deVere United Kingdom East Midlands division shortlisted for Excellence in Professional Services Award
- Tony Williams, Area Manager, deVere Switzerland, Geneva
- If Scotland separates, where goes the U.K.?
- Pension deficits in UK double in a year
- European Performance Conference hailed a roaring success
- deVere United Kingdom’s London team moves to new City offices
- Third European Performance Conference of 2014 to take place in London
- 12 million in UK still not putting enough money aside for retirement
- Moving to the U.S.A.
- Congratulations Germany!
- deVere France’s Richard Bayle prepares for an epic transatlantic adventure
- deVere Germany unveils recruitment drive as demand from expat clients soars
- Increasing demand from European-based expats and investors fuels ECC recruitment drive
- Gary Barlow has done nothing illegal, says deVere
- deVere Spain seeks to expand team as expat demand increases
- My recent trip to Vegas
- deVere United Kingdom seeks more IFAs due to ongoing expansion
- deVere France launches recruitment drive
- deVere United Kingdom launches Workplace Solutions
- The battle for financial education in England’s schools is “only half won”
- Tom Elliott reviews the global markets for deVere United Kingdom
- British Rugby Club of Paris reaches ‘Coupe de Consolation’ final
- Often forgotten tax breaks for Americans
- How should Americans working overseas approach FATCA?
- How will FATCA affect Americans abroad?
- The European Performance Conference in London. Are you ready?
- Governments and OECD must do more to tackle ‘Wolf of Wall Street’ boiler-room scams, says deVere United Kingdom
- deVere’s culture of service – Western Europe
- Changes to U.S. estate tax laws still call for careful planning
- Bullish on Western Europe
- Now’s the time to ‘fix’ your mortgage with deVere United Kingdom
- U.S. taxes in short
- Everything an expat needs to know about FATCA
- US expats look out… FATCA’s on its way…
- Police clampdown sees scammers get what they deserve…
- Savers bear the brunt of cripplingly low interest rates – what can be done?
- Success knows no bounds for deVere United Kingdom’s Lee Grimshaw
- Hong Kong clients prefer paying regular fees for financial advice
- As banks report rise in job losses – number of IFAs looking for new careers soars
- deVere United Kingdom recruitment drive
- What will 6th April mean for your pension?
- Goldman Sachs Asset Management considers the markets and the relationship with deVere Group
- Europeans work with 3-4 financial advisers, finds report
- deVere United Kingdom launches IFA recruitment drive
- European Communications Centre unveils expansion plans
- deVere United Kingdom to take part in London apprenticeship scheme
- European Performance Conference hailed a great success
- deVere Italia’s office upgrade plans
- John Alden, Area Manager Madrid, deVere Spain
- European Performance Conference in Frankfurt
- deVere Spain announces 17 seminars throughout February
- RDR drives job enquiries at deVere United Kingdom
- More success for deVere Group’s structured products
- J.P. Morgan Asset Management considers the markets and the relationship with deVere Group
- GAM considers the markets and the relationship with deVere Group
- Merry Christmas!
- Get ready for the deVere Group 2013 Awards
- More Chartered success for deVere United Kingdom
- deVere United Kingdom nominated twice in Professional Adviser Awards 2014
- Victory for deVere Group-sponsored BRFC in Saturday’s match
- deVere United Kingdom’s new East Midlands base opens this week
- deVere Group-sponsored Geneva Charity Ball hailed a great success
- deVere Group urges a cultural shift towards pensions
- deVere Group cited in The Economist’s ‘Insurance and Society’ report
- Plans to expand Acuma into Hong Kong
- deVere United Kingdom flags up clone scam
- Spain back in Brits’ sights
- deVere acquires Elite Investment Group and Precision Group Asia
- deVere Spain and IP Global join forces for property investment seminars
- Customer service is key
- Richard Bayle, Area Manager, deVere France
- deVere extends sponsorship of the British Rugby Club of Paris
- Broadgate Advisory acquisition gives deVere enhanced Southeast Asia footprint
- deVere Training and Development – how we stay ahead
- deVere sponsors Geneva Charity Ball 2013
- deVere hosts Leaders 360° conference in Barcelona
- New technology helps deVere Spain’s clients get the best insurance package
- deVere rolls out revolutionary paraplanning programme
- Jack Kerswell, deVere Group Area Manager, Basel and Bern, Switzerland
- Interview with Goldman Sachs Asset Management
- Sales Mastery 360°
- deVere Group Graduate Programme – a gateway to success
- deVere bucks trend and sets out to recruit MORE wealth management professionals
- deVere Group’s free investment guides
- deVere and IP Global announce pioneering partnership
- Why people in the UK want to move overseas
- Alex Sedgfield, Area Manager, Geneva, deVere Switzerland
- deVere Spain relocates its HQ to Mijas Costa
- deVere with Goldman Sachs in NYC
- deVere Group delivers solid returns yet again
- deVere Group CEO buys Acuma, the Gulf-based financial advisers
- Mike Coady, deVere Group talks economics with JP Morgan Asset Management
- Market Views from GAM and Working with The deVere Group
- Kevin White, Head of Financial Planning, deVere United Kingdom
- deVere Group’s European Executive Committee announced
- Colin Eldridge, deVere Italy, Milan
- Explaining why expats need to be aware of SRT on Dukascopy TV
- J.P. Morgan, JPM Fusion Fund range launched through deVere Group
- Mitch Hopkinson deVere United Kingdom, Head of East Midlands
- Leadership with vision – the key to outstanding profit success
- Take the NHS for granted, you may not overseas
- Choice, Simplicity and Optimism – Investing to Capitalise
- Online Trading – A New Era of Investing
- Responsibility, Insuring Your Biggest Asset
- Moving Money, the Right Way
- Every Parent Needs A Will
- Foreign Exchange
- Getting a mortgage – made easy
- deVere Spain Seminars, helping clients turn uncertainty into opportunity
- Jason Trowles deVere Group Area Manager, Paris, France
- Change – Creating Opportunity
- deVere Group Sponsored BRFC Secures Promotion
- deVere Group Charitable Foundation off to a flying start
- Andrew Oliver deVere Group Senior Area Manager, Spain and Portugal
- Creating financial security in a changing world – the critical role of the Financial Advisor.
- Support deVere Group’s marathon fundraising efforts
- International Adviser Interview – Part 1
- International Adviser Interview – Part 2
- International Adviser Interview – Part 3
- Category: Education
- Category: Expat Advice
- South African Expat Tax Update 2023
- Why staying in cash carries risks
- The importance of choosing the right pension plan
- Retirement saving goals: What should yours be?
- The advantages of being an expat saver
- Why a life folder is critical to any succession planning
- Always opt for insurance cover
- Expat Mortgages in Dubai: 15 Questions Answered
- When’s the ideal time to start thinking about retirement?
- Mike Coady talks strategic changes in international financial services
- The importance of saving for the long term
- What does it take to become a millionaire from saving?
- Being ‘money aware’: How to plan sensibly for retirement
- Retirement investment patterns: How to stay retired
- Direct investing vs active financial advice
- Not being in the market can be costly!
- Expatriates: Taxes will still be there when you return home
- The role of a financial adviser in disturbing their clients
- Why you need life insurance: Death without protection…
- Cost of delay when saving for retirement
- The costs of raising a child all parents should bear
- Financial Advice in Abu Dhabi
- 3 simple investment tips to avoid mistakes
- How to select risk and returns
- What are the key considerations when constructing a portfolio?
- Three ways you can ‘own’ and “benefit” from volatility
- The power of dollar cost averaging
- Why the banks are guaranteed to lose us money
- The only thing standing between you and panic is sound financial health
- Important retirement factors to consider when preparing for retirement
- Are you paying your financial adviser too much?
- What to do when you lose your job
- Why so many want to retire abroad
- Pound Cost Ravaging – the beast that can destroy your pension pot
- 5 reasons why having a financial adviser is important
- 58% of expats concerned about having to leave suddenly
- The What Ifs need careful financial planning
- The Best Retirement Plan for Expatriates
- Life expectancy: uncovering the taboo
- Returning To The US: American Expats Read This!
- British Expats – please cancel your Premium Bonds now!!
- Longer life expectancy of retirees presents challenges in retirement
- UAE Expats: Dangers of joint bank accounts
- Retiring in Switzerland: Three-pillar pension system
- Moving to Switzerland? Plan for the Future!
- Making money is no guarantee of being rich
- Money Makes Millionaires Go Around The World
- The Real Retirement Age for Young Workers
- Countries To Retire – Retiring in Switzerland
- Countries To Retire – Retiring in Germany
- Retiring in Spain – The perfect location for expats
- Why your bank is laughing at you?
- QROPS Pension Benefits
- Dying without a will and the law of intestacy
- New figures on real cost of education: A wake-up call for parents?
- Why you should be re-negotiating your rent in Dubai
- Explained: Passporting financial services
- The current healthcare crisis and its impact on expatriates
- In depth: What is an Individual Savings Account (ISA)?
- Pensions deficits could signal further rise in demand for QROPS
- QROPS problems for UK advisers
- What should Americans do before they become expatriates?
- There’s never been a better time to move to Spain…
- Dukascopy TV interview – The Pensions Crisis
- Expats in Spain should contact their IFA on new overseas assets rules
- Own a home abroad? Check your UK tax residency status
- Young Expats Needed To Bail Out Aging Germans
- Steady Decline In Expats Seeking Skilled Work Visas
- Expats need to clarify their tax residency status
- Category: Expat News
- Category: Family
- Category: Financial News
- Why relationships are so important to financial advice
- How do you balance return vs risk?
- 5 Excellent Reasons to start tackling your debt TODAY!
- Investing for the future with Dollar Cost Averaging
- The Great Pension Debate – Are Critical Yields Still Relevant?
- Crypto – Don’t let your digital assets die with you
- Business growth expert Mike Coady selected as BESMA finalist for Sales Director of the Year
- Mike Coady – Awarded Fellow of the ISM
- RL360 buys FPIL
- Introducing the Lifetime ISA or LISA
- Osborne’s stamp duty surcharge will not help Generation Rent
- Majority of UK population not retirement ready
- Chancellor unveils tough new laws to crack down on tax evaders
- Chancellor’s ‘right to advice’ policy actually means ‘right to guidance’
- Goldman Sachs EMEA Ideas Summit, London
- Saving for pensions should be obligatory, says think tank
- Spousal Bypass Trusts: Mitigating the burden of inheritance tax
- HSBC adviser job losses expand advice ‘black hole’ further
- World Economies Failing To Get A Grip On Inflation
- The only way is up…if the industry stops griping
- The crisis in Cyprus: The gall of the European Union
- Why HSBC closing its pension scheme is a ‘wake-up call’
- History of QROPS Infographic
- Pru Loses Tax Shield Case In Supreme Court
- Barclays Group’s pension deficits should act as a wake-up call
- Volatile Markets Stir Up A Storm For Investors
- Gold Loses Some Lustre, But Still A Solid Investment
- FATCA Leads The Worldwide Search For More Tax
- Category: Guardian Wealth Management
- Mike Coady departs Guardian Wealth Management
- GWM Expands Swiss Presence
- Guardian Wealth Management launch GWM Illuminate
- GWM Introduce Nathan Tarr, GWM USA
- GWM Group Launch Automated Financial Planner
- Guardian Wealth Management opens first United States office in Miami
- GWM Welcomes 7 New Graduates
- GWM – Demand for expat pension advice continues to increase
- GWM Launch its Automated Model Portfolio Designer
- GWM Group confirm the launch of its newest brand, GWM UK
- Guardian Wealth Management rolls out revolutionary Media Centre
- Guardian Wealth Management launch new industry leading App technology
- GWM launch new online currency exchange service, announced as GWM FX
- Guardian Wealth Management announces GWM Global Partners brand
- Rob Hodgson joins GWM Investment Management
- GWM Launches dedicated Corporate Solutions Division
- Guardian Wealth Management announces global expansion plans
- Old Mutual International’s Jones joins Mike Coady at GWM
- Mike Coady links up with Guardian Wealth Management
- Category: Insurance
- Category: Investments & Savings
- Financial advice will help to boost retirement savings
- How Do Brits Improve Their Credit Score?
- Investing into Structured Products
- How do banks profit from savings accounts?
- The truth about the psychology of saving and spending
- Money causes stress… do you know why?
- Why retiring early means NOT booking that holiday
- Expat life in Dubai: Financial Concerns, Part 2
- Spending habits: Savers vs. Spenders
- What does Regulation 28 mean for my retirement savings
- The dramatic impact of tech’s top performers in 2020
- Performance Summary of the S&P 500 in 2020
- Category: Leadership
- Category: Mike Coady
- Category: Mortgages
- Category: Pensions & Retirement
- Category: Personal Development
- Category: Personal Finance
- Category: swissglobal
- swissglobal welcomes advanced PGA golf professional Bryan Smyth to UAE team
- swissglobal sponsors the oldest cricket club in the UAE to nurture talent and keep sporting spirit alive
- Wealth Management Firm: swissglobal worklife review
- swissglobal launches bespoke “concierge by swissglobal” advisory and wealth management service
- swissglobal official sponsor for Emirates Golf Club Junior Elite
- swissglobal launches level up academy for on-demand knowledge acceleration
- swissglobal acquires Indigo Financial to boost UAE foothold
- swissglobal supercharges skills development through high-powered training series for global teams
- swissglobal acquires Premium Insurance to accelerate growth push
- swissglobal Group eyes acquisitions worldwide with focus on Middle East
- swissglobal hires new Head of Marketing and Comms to supercharge outreach
- swissglobal hosts UK recruitment drive for Swiss expansion plans
- Mike Coady appointed as Group Managing Director at swissglobal
- Time for expansion at swissglobal Group
- Mike Coady joins swissglobal Group as Global Sales Director
- Category: Wealth Management