|
|
|
|
 15
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 80: EQUITY MARKETS: There’s a time for surfing and a time for hedging
[ October 2018 ]
|
|
 08
|
CityWire
Retraite et FINTECH au coeur des défis des conseillers financiers européens
[ October 2018 ]
|
|
05
|
Professional Adviser
Millennial Money: 'Anyone not taking on younger clients is closing down'
[ October 2018 ]
|
|
04
|
International Investment
Hong Kong raises the standard for insurance intermediaries
[ October 2018 ]
|
|
03
|
Portfolio Adviser
IA takes aim at ‘profoundly flawed’ Priips
[ October 2018 ]
|
|
27
|
International Investment
Brexit not sparking financial services brain drain: Survey
[ September 2018 ]
|
|
27
|
Portfolio Adviser
Robo-advisers fight for 3% of UK population
[ September 2018 ]
|
|
17
|
Portfolio Adviser
Mifid II is widening the advice gap
[ September 2018 ]
|
|
13
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 79: GFI: le besoin d’être représenté et d’agir ensemble
[ September 2018 ]
|
|
11
|
International Investment
UK tops overseas cash inflows despite Brexit: Knight Frank
[ September 2018 ]
|
|
05
|
CMS Update - Banking & Finance (Capital Market Law)
When good intentions fail to deliver
[ September 2018 ]
|
|
03
|
International Adviser
IDD incompatible with UK Brexit proposals
[ September 2018 ]
|
|
 31
|
FIFA - Foundation of Independent Financial Advisers
Extract of the Executive Summary from the Study and Comparison of Expense Ratios for Mutual Funds Globally and in India.
[ August 2018 ]
|
|
31
|
FIFA - Foundation of Independent Financial Advisers
Study and Comparison of Expense Ratios for Mutual Funds Globally and in India.
[ August 2018 ]
|
|
16
|
International Adviser
British expats living in EU launch Brexit legal challenge
[ August 2018 ]
|
|
31
|
International Adviser
Only 1% of consumers using robo-advice
[ July 2018 ]
|
|
30
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 78: Transmissions Transfrontalières
[ July 2018 ]
|
|
19
|
International Adviser
‘Give us a break’ pleads adviser association chief
[ July 2018 ]
|
|
18
|
International Adviser
20 EU states dragging their feet on beneficial owner lists
[ July 2018 ]
|
|
09
|
Professional Adviser
A new era of accountability
[ July 2018 ]
|
|
06
|
International Adviser
Massive differences uncovered by robo adviser secret shoppers
[ July 2018 ]
|
|
05
|
International Investment
FCA targets advisers with financial services directory plans
[ July 2018 ]
|
|
04
|
AILO- The Association of International Life Offices
AILOS’s CEO retires after 47 years with the industry
[ June 2018 ]
|
|
 26
|
ALPP & Deloitte
Independent Wealth Management in Luxembourg - Perspective on a sector at crossroads
[ June 2018 ]
|
|
 25
|
FECIF
Why financial advisers needs representation - by Paul Stanfield, Secretary General, FECIF
[ June 2018 ]
|
|
22
|
International Investment
European adviser body head calls for pension reform
[ June 2018 ]
|
|
21
|
FECIF
Press Release: Where now for Pensions and Fintech?
[ June 2018 ]
|
|
20
|
Portfolio Adviser
Adviser profitability thrives in a post-RDR world
[ June 2018 ]
|
|
19
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 77: Un accord-cadre avec l’ue? Quel intérêt pour la gestion de fortune indépendante suisse?
[ June 2018 ]
|
|
14
|
FECIF
Press Release: Inducement regulations change the EU environment
[ June 2018 ]
|
|
13
|
Portfolio Adviser
Mifid II unbundling to go global
[ June 2018 ]
|
|
12
|
International Investment
FECIF launches new European Pension Institute
[ June 2018 ]
|
|
12
|
International Adviser
Ex-ECB boffin heads upgraded adviser pensions unit
[ June 2018 ]
|
|
11
|
FECIF
Press Release: FECIF launches unique European Pension Institute
[ June 2018 ]
|
|
30
|
International Investment
FCA lambasts automated advice and online IM services
[ May 2018 ]
|
|
14
|
International Adviser
How to save the pan European pension dream
[ May 2018 ]
|
|
09
|
Portfolio Adviser
Robot revolution poised to shake-up fund industry
[ May 2018 ]
|
|
08
|
Portfolio Adviser
DFMs to stump up for advisers’ FSCS bills
[ May 2018 ]
|
|
08
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 76: LA SAGA DU PEPP: Un Enjeu pour les Intermédiaires Financiers?
[ May 2018 ]
|
|
07
|
Professional Adviser
PA360: MiFID II nudges wealth managers into financial planning
[ May 2018 ]
|
|
26
|
Portfolio Adviser
FCA tells EU to get on with reciprocal passporting
[ April 2018 ]
|
|
20
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 75: ISR 2.0: Au-delà des critères d’investissement socialement responsable, la notion de Partage
[ April 2018 ]
|
|
16
|
AILO - The Association of International Life Offices
AILO instrumental in changes to DOTAS
[ April 2018 ]
|
|
06
|
ESMA - European Securities and Markets Authority
Keynote Address - CMU, Brexit and ESA review – What’s next? - by Steven Maijoor
Chair, ESMA
[ April 2018 ]
|
|
06
|
International Investment
Comment: The EU and the ‘new 21st century colonialism’
[ April 2018 ]
|
|
05
|
InsuranceDay - Business Intelligence
An EU perspective on market and regulatory developments as Brexit looms
[ April 2018 ]
|
|
05
|
Money Marketing
Advisers call for clarity on MiFID II
[ April 2018 ]
|
|
04
|
International Investment
EFAMA warns of threats to cross-border fund distribution
[ March 2018 ]
|
|
03
|
International Investment
How ‘smart’ is your city: Juniper Research reveals the 20 ‘cleverest’
[ March 2018 ]
|
|
30
|
Professional Adviser
One in eight will retire with no pension in 2018 - Prudential
[ March 2018 ]
|
|
16
|
International Investment
Clock ticks for UK banks’ euro zone applications
[ March 2018 ]
|
|
15
|
International Investment
London leads the way in drawing talent to financial services
[ March 2018 ]
|
|
14
|
International Adviser
The robo adviser looking to collaborate not compete
[ March 2018 ]
|
|
13
|
Money Marketing
Robo firms signal their advice intentions
[ March 2018 ]
|
|
12
|
International Adviser
EU advisers face VAT fees after ‘historic’ Italian ruling
[ March 2018 ]
|
|
11
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 74: Announces new management structure Tony Mahabir named as President
[ March 2018 ]
|
|
09
|
International Adviser
Financial planning chief warns of advice ‘apocalypse’
[ March 2018 ]
|
|
07
|
International Investment
European Crowdfunding Network becomes FECIF member
[ March 2018 ]
|
|
06
|
FECIF
Press Release: European Crowdfunding Network (ECN) AISBL becomes a FECIF member
[ March 2018 ]
|
|
12
|
International Investment
Clock ticks for UK banks’ euro zone applications
[ February 2018 ]
|
|
08
|
Portfolio Adviser
FCA offers ‘mis-leading’ Priip performance solution
[ January 2018 ]
|
|
07
|
International Adviser
Next gen clients hungry for financial knowledge – study
[ January 2018 ]
|
|
 06
|
International Adviser
UK haemorrhaging high net worths
[ January 2018 ]
|
|
05
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 73: La clientèle des 3ème et 4ème âge est une aubaine!
[ February 2018 ]
|
|
05
|
International Investment
Oz regulator issues report critical of major bank advisers’ advice
[ January 2018 ]
|
|
02
|
Focus Risparmio
FECIF: MiFID II? Il mondo continua a girare?
[ January 2018 ]
|
|
01
|
International Adviser
5 steps to stay ahead of the demand for digital advice
[ January 2018 ]
|
|
25
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 72: Le Conseil du GSCGI nomme son nouveau Président
[ January 2018 ]
|
|
02
|
International Investment
European Commission proposes seven-month delay of IDD
[ January 2018 ]
|
|
01
|
International Investment
New PRIIPS rules will ‘confuse and mislead’ investors: EFAMA
[ January 2018 ]
|
|
01
|
Deloitte
MiFID II: Key elements of 18 December ESMA Q&A
[ January 2018 ]
|
|
28
|
International Adviser
Cross border investors’ tax bind to end in EU
[ December 2017 ]
|
|
27
|
Portfolio Adviser
London boosted by return of finance jobs
[ December 2017 ]
|
|
22
|
International Investment
Irish finance minister plans commission ban: Report
[ December 2017 ]
|
|
21
|
International Investment
Sigh of relief across Europe as ESMA grants reprieve on key MiFID II element
[ December 2017 ]
|
|
19
|
International Adviser
Business growth increases work for advisers
[ December 2017 ]
|
|
18
|
Portfolio Adviser
Artificial intelligence: fad or future?
[ December 2017 ]
|
|
15
|
Money Marketing
More advisers asking low value clients to leave firm
[ December 2017 ]
|
|
14
|
International Investment
One third UK firms ‘underprepared’ for MiFID II despite tough penalties warning
[ December 2017 ]
|
|
13
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 71: 2018 sera l’année de la transversalité ou ne sera pas!
[ December 2017 ]
|
|
13
|
International Investment
Financial advice definitions for advisers redefined by FCA
[ December 2017 ]
|
|
12
|
Money Marketing
Bank advice gets personal - High-street moves out of guidance and into IFA territory
[ December 2017 ]
|
|
11
|
International Investment
ASIC issues new ‘statement of advice’ guide for advisers and insurers
[ December 2017 ]
|
|
24
|
International Investment
ICIJ releases Paradise Papers structured data
[ November 2017 ]
|
|
23
|
International Investment
UK gov’t spends £18m on largely ignored Pension Wise adverts
[ November 2017 ]
|
|
22
|
Portfolio Adviser
RBS to launch robo-advice proposition
[ November 2017 ]
|
|
17
|
Club Patrimoine
Zoom sur 2018, l’année de la réglementation avec David Charlet, Président de FECIF
[ November 2017 ]
|
|
17
|
International Investment
Inducement ban criticised
[ November 2017 ]
|
|
13
|
EFES - EUROPEAN FEDERATION OF EMPLOYEE SHARE OWNERSHIP
What’s going on with the European Commission
[ November 2017 ]
|
|
09
|
Point de Mire - La Tribune Indépendante des Entrepreneurs de la Finance
No 70 – Automne 2017 - Ressources humaines et financement immobilier : Nouvelles approches
[ November 2017 ]
|
|
08
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 70: Restaurer les fondements de la gestion de fortune
[ November 2017 ]
|
|
06
|
International Investment
Advisors view robots with suspicion
[ November 2017 ]
|
|
31
|
ERFF - The European Retail Financial Forum
The role of intermediaries
[ October 2017 ]
|
|
10
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 69: LSFin-LEFin: le législateur, répèterait-il les erreurs du passé?
[ October 2017 ]
|
|
02
|
International Adviser
FCA rejects demand to review point of sale disclosure
[ September 2017 ]
|
|
02
|
International Adviser
Client experience must be top adviser priority
[ September 2017 ]
|
|
22
|
International Investment
FECIF endorses draft opinion on EC’s Action Plan for consumer financial services
[ September 2017 ]
|
|
18
|
FIFA - The Foundation of Independent Financial Advisors
Indian Mutual Fund Industry: Evolution and Regulatory Challenges
[ September 2017 ]
|
|
14
|
ANACOFI - Association Nationale des Conseils Financiers
Rapport Public & Analyses 2016 & Perspectives 2017/2018
[ September 2017 ]
|
|
14
|
International Investment
Regulators in China, EU, UK move on cryptocurrencies
[ September 2017 ]
|
|
05
|
International Adviser
FECIF calls for harmonisation of EU product distribution rules
[ September 2017 ]
|
|
05
|
International Investment
EU must bring down ‘unnecessarily complicated’ cross-border barriers: FECIF
[ September 2017 ]
|
|
01
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 68: Opportunités de Fin de Cycle
[ September 2017 ]
|
|
25
|
International Investment
UK and EU expats futures in balance amid Brexit merry go round: reports
[ August 2017 ]
|
|
24
|
OECD - The Organisation for Economic Co-operation and Development
Ground-breaking multilateral BEPS convention signed at OECD will close loopholes in thousands of tax treaties worldwide
[ August 2017 ]
|
|
23
|
International Investment
Now it’s Swiss expats who are struggling to keep their homeland accounts
[ August 2017 ]
|
|
21
|
IFA Magazine
Exclusive: The advantages and disadvantages between using a robo-advisor and a human-advisor
[ August 2017 ]
|
|
02
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 67: Loi sur les services et établissements financiers bientôt sous toit
[ August 2017 ]
|
|
31
|
International Investment
FECIF on the Pan-European Personal Pension: ‘On track at last…?’
[ July 2017 ]
|
|
31
|
International Advisor
Italian tax police demand details of 10,000 Swiss accounts
[ July 2017 ]
|
|
28
|
International Investment
78% of UK pension investors shun financial advisers: report
[ July 2017 ]
|
|
28
|
International Adviser
FCA signs cooperation agreement with Hong Kong regulator
[ July 2017 ]
|
|
27
|
Investment Week
Industry welcomes 'pragmatic' FCA approach on MiFID II but 'no excuse for further delays'
[ July 2017 ]
|
|
26
|
Portfolio Adviser
AJ Bell demands ‘bold’ action by FCA on complex disclosure rules
[ July 2017 ]
|
|
26
|
FECIF
Press Release: Pan-European Personal Pension: on track at last?
[ July 2017 ]
|
|
05
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 66: U.S. STUDY FINDS that approximately One-Third of U.S. financial Advisors Currently Use Options in 20% of Client Portfolios
[ July 2017 ]
|
|
30
|
International Adviser
UK the top exporter of insurance and pensions worldwide
[ June 2017 ]
|
|
30
|
Professional Adviser
EU unveils plans for pan-European personal pension product
[ June 2017 ]
|
|
30
|
International Investment
Libertatem joins FECIF amid UK financial services ‘under serious threat’ claims
[ June 2017 ]
|
|
26
|
Portfolio Adviser
Most asset managers will not be Mifid II compliant before Q4
[ June 2017 ]
|
|
26
|
International Investment
‘More than 695,000 advisers, intermediaries in Europe’: FECIF
[ June 2017 ]
|
|
26
|
CityWire.it
Il futuro della consulenza finanziaria secondo il n°1 dei cf europei
[ June 2017 ]
|
|
21
|
Investment Week
Factors accelerating the adoption of digitisation
[ June 2017 ]
|
|
15
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 65: Les marchés boursiers proches de leur plus haut historique, faut t-il vendre?
[ June 2017 ]
|
|
14
|
International Investment
FECIF unveils ‘unprecedented’ Pan-European adviser study
[ June 2017 ]
|
|
13
|
International Adviser
EU forges ahead with adviser sanctions over tax avoidance
[ June 2017 ]
|
|
12
|
Investment Week
European Commission plans to remove barriers to cross-border fund distribution
[ June 2017 ]
|
|
12
|
FECIF
Press Release: FECIF unveils Europe-wide data from unique data research project
[ June 2017 ]
|
|
12
|
ESMA - European Securities and Markets Authority
ESMA responds to commission consultation on FINTECH
[ June 2017 ]
|
|
08
|
International Investment
Thousands of British expats could face tax penalties for undeclared cash: report
[ June 2017 ]
|
|
01
|
International Investment
FCA questions asset managers on Brexit plans
[ June 2017 ]
|
|
01
|
International Investment
Esma hits Moody’s with €1.24m fine
[ May 2017 ]
|
|
17
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 64: ERADICATING POVERTY in all its forms and dimensions
[ May 2017 ]
|
|
12
|
Fuchs Family Office
Les marché des voitures de collection vu à travers les indices
[ May 2017 ]
|
|
09
|
International Investment
European distributors to reduce fund choice due to MiFID II: report
[ May 2017 ]
|
|
09
|
Portfolio Adviser
RDR has failed to bring advice to the masses
[ May 2017 ]
|
|
28
|
Portfolio Adviser
Soaring compliance costs could eat up tenth of firms' revenue
[ April 2017 ]
|
|
20
|
Portfolio Adviser
Eurozone inflation hits three-month low as euro sees more losses
[ April 2017 ]
|
|
18
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 63: Eviter à tout prix les erreurs des autres en matière de régulation financière
[ April 2017 ]
|
|
12
|
Portfolio Adviser
FCA extends robo-advice work in fintech push
[ April 2017 ]
|
|
06
|
L’AGEFI Actifs
David Charlet nommé à la tête de la FECIF
[ April 2017 ]
|
|
06
|
FECIF
Press Release: FECIF elects team and gets ready for a regulatory tsunami
[ April 2017 ]
|
|
05
|
International Investment
FECIF elects team to get ready for ‘regulatory Tsunami’
[ April 2017 ]
|
|
29
|
International Investment
Rights of 3.2m expats already ‘guaranteed’ by EU says Euro law specialist
[ March 2017 ]
|
|
22
|
Portfolio Adviser
EC explores new fintech passporting regime
[ March 2017 ]
|
|
21
|
International Investment
First fund fully managed by AI to be launched
[ March 2017 ]
|
|
21
|
International Investment
Swiss Supreme Court okays UBS account disclosure to France
[ March 2017 ]
|
|
10
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 62: THE END OF GLOBALIZATION? Consequences for financial markets
[ March 2017 ]
|
|
02
|
International Adviser
Dual funds regime mooted as City saviour and post-Brexit cross border solution
[ March 2017 ]
|
|
01
|
International Investment
Spanish PM moves to calm British expats’ Brexit fears, but again calls for joint sovereignty of Gibraltar
[ February 2017 ]
|
|
28
|
International Investment
Four out of five British expats fear right to live abroad will be taken after Brexit
[ February 2017 ]
|
|
27
|
International Investment
UK warned on post-Brexit ‘cherry-picking’ for City and ‘flag-waving’ US trade deals
[ February 2017 ]
|
|
20
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 61: Déni de Réalité et Occultation des Problèmes Réels … ou comment vivre en-dehors de la réalité
[ February 2017 ]
|
|
20
|
FECIF
Press Release: Representation: it takes a lot of time and effort but it’s worth it
[ February 2017 ]
|
|
20
|
International Investment
FECIF lobbying hits new levels
[ February 2017 ]
|
|
10
|
International Investment
UK warned on post-Brexit ‘cherry-picking’ for City and ‘flag-waving’ US trade deals
[ February 2017 ]
|
|
07
|
GSCGI - Groupement Suiss e des Conseils en Gestion Indépendants
INVITATION // CONFÉRENCE // 24.01.2017 // Genève
Responsabilité Individuelle et Taux Technique: quelle valeur ajoutée pour un gestionnaire de fortune indépendant?
[ February 2017 ]
|
|
30
|
International Investment
FCA chief calls for global standards as a fix-all regulatory solution
[ January 2017 ]
|
|
 24
|
Czech Leaders Magazine
Newsletter January 2017 - “New Issue out now - Interviews with Andrej Kiska, Michal Horácek & more”
[ January 2017 ]
|
|
23
|
FECIF Publication
FECIF Activities 2016 Brochure
[ January 2017 ]
|
|
19
|
International Investment
UK PM warned of 100,000+ returning expats due to Brexit healthcare oversight
[ January 2017 ]
|
|
13
|
International Investment
Old Mutual completes sale of Old Mutual Wealth Italy
[ January 2017 ]
|
|
12
|
Professional Adviser
Advisers to face penalties for enabling tax evasion
[ January 2017 ]
|
|
11
|
Investment Week
PRIIPs rules under fresh attack as ESAs rebuff performance methodology amendments
[ January 2017 ]
|
|
10
|
Better Finance
PRESIDENCY AND PARLIAMENT AGREE ON REVIEW OF SHAREHOLDERS RIGHTS DIRECTIVE: LIMITED IMPROVEMENTS FOR SHAREHOLDERS
[ January 2017 ]
|
|
09
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 60: En 2017, soyons opportunistes!
[ January 2017 ]
|
|
09
|
Portfolio Adviser
Which asset classes lost investors most money in 2016?
[ January 2017 ]
|
|
06
|
International Investment
Italy’s PM grants go-ahead for ‘non-dom’ tax status
[ January 2017 ]
|
|
05
|
International Investment
Now Spain prepares to lure UK financial firms post-Brexit
[ January 2017 ]
|
|
05
|
FT Adviser
EU product distribution rules are unworkable
[ January 2017 ]
|
|
05
|
International Investment
MiFID II ‘practically impossible’ due to ‘lack of understanding’ of platforms: FECIF
[ January 2017 ]
|
|
04
|
FECIF Press Release
European Regulator's Product Governance will be unworkable in key areas
[ January 2017 ]
|
|
04
|
Investment Week
Chairs opposite UK are empty' as EU elections cloud Brexit fund passporting negotiations
[ January 2017 ]
|
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