|
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|
|
 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 ]
|
|
15
|
FECIF Press Release
FECIF and DG FISMA agree roadmap for the future
[ December 2016 ]
|
|
14
|
Professional Adviser
Britons falling behind Europe in preparing for retirement, research
[ December 2016 ]
|
|
13
|
International Investment
No Brexit special treatment for City despite £71.4bn UK tax inflows: report
[ December 2016 ]
|
|
12
|
International Investment
53 countries in beneficial ownership info sharing ‘statement of intent’
[ December 2016 ]
|
|
09
|
AILO - The Association of International Life Offices
AILO concerned with latest Commission approach to PRIPs
[ December 2016 ]
|
|
08
|
International Investment
UBS move boosts Frankfurt’s position as Euro financial hub post-Brexit
[ December 2016 ]
|
|
06
|
International Investment
Millionaires prefer DFM services but robo advice is on the rise: global report
[ December 2016 ]
|
|
05
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 59: Automation, Information Systems and Responsibility within the Financial Advisory Profession
[ December 2016 ]
|
|
05
|
Portfolio Adviser
PA ANALYSIS: It is time for active managers to leave benchmarks behind
[ November 2016 ]
|
|
04
|
Czech Leaders Magazine
Newsletter Dec.2016 - “Austria National Day”
[ December 2016 ]
|
|
01
|
Professional Adviser
Beat robo-advisers with focus on life and financial planning - Jason Butler
[ November 2016 ]
|
|
30
|
International Investment
Ireland’s financial services minister promises to support UK amid Brexit concerns
[ November 2016 ]
|
|
29
|
International Investment
AILO slams EU Commission over PRIIPs ‘gold plating’ changes
[ November 2016 ]
|
|
28
|
International Investment
FCA sets sights on enforcing lower fund charges in critical report
[ November 2016 ]
|
|
25
|
International Investment
EU insurance regulator outlines plans to avoid future financial crises
[ November 2016 ]
|
|
21
|
Portfolio Adviser
Ten things advisers should know about millennials
[ November 2016 ]
|
|
07
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 58: Un Pillage Légalisé?
[ November 2016 ]
|
|
02
|
International Investment
FCA consults on its regulatory future ‘mission’
[ October 2016 ]
|
|
26
|
International Investment
MiFID II will lead ‘more than half’ IFA businesses to overhaul: study
[ October 2016 ]
|
|
21
|
International Investment
EU insurance regulator outlines plans to avoid future financial crises
[ October 2016 ]
|
|
21
|
Czech Leaders Magazine
Newsletter Oct.2016 - “We are facing new challenges
[ October 2016 ]
|
|
11
|
International Investment
Scale of EU insurance-related legislation revealed: ABI report
[ October 2016 ]
|
|
10
|
International Investment
Mandatory taping of phone calls among FCA’s MiFID II recommendations
[ October 2016 ]
|
|
07
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 57: NOUVEAU PARADIGME POUR LES ASSET MANAGERS
[ October 2016 ]
|
|
07
|
Investment Week
FCA sharpens focus on adviser hospitality
[ October 2016 ]
|
|
27
|
International Investment
PRIIPs RTS rejection: industry reacts, October vote rumoured
[ September 2016 ]
< |
|
26
|
International Investment
FECIF launches EU-wide regulatory database
[ September 2016 ]
|
|
23
|
International Adviser
Date set for second PRIIPs vote to clash with RTS redraft plans
[ September 2016 ]
|
|
13
|
Portfolio Adviser
Second round effects: Don’t dismiss fintech revolution, but don’t romanticise it
[ September 2016 ]
|
|
12
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 56: Plaidoyer en faveur d’une économie verte comme un green deal!
[ September 2016 ]
|
|
09
|
International Adviser
IFAs under pressure to offer more than financial advice
[ September 2016 ]
|
|
08
|
AILO - The Association of International Life Offices
What now for PRIIPS?
[ September 2016 ]
|
|
 01
|
International Investment
French financial sector challenges PRIIPs standards
[ August 2016 ]
|
|
31
|
International Adviser
Robo-advisers will take years to be profitable, warns report
[ August 2016 ]
|
|
30
|
International Adviser
Using advisers makes Australians feel more retirement ready
[ August 2016 ]
|
|
25
|
International Investment
Singapore regulator sets out fintech payment plans in ‘Roadmap’
[ August 2016 ]
|
|
24
|
International Investment
OECD blacklist criteria plan seen to let US ‘avoid CRS blacklist’
[ August 2016 ]
|
|
23
|
International Investment
FCA chief insists on UK participation in MiFID II, despite Brexit
[ August 2016 ]
|
|
22
|
International Adviser
Advisers using technology well see 40% rise in AUM, says report
[ August 2016 ]
|
|
16
|
AILO - The Association of International Life Offices
AILO Newsletter Issue 18 / July 2016
[ August 2016 ]
|
|
16
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 55: Be actor of your profession with SAIFA
[ August 2016 ]
|
|
05
|
International Investment
UK Gov’t admits FCA has failed to protect investors – mis-selling report
[ July 2016 ]
|
|
04
|
International Adviser
FCA raps insurers and brokers for poor controls over reps
[ July 2016 ]
|
|
03
|
The Association of International Life Offices
AILO Advisory Issue 15 - Brexit bedlam!
[ July 2016 ]
|
|
02
|
Professional Adviser
Nine in ten advisers feel 'threatened' by robo-advice - survey
[ July 2016 ]
|
|
01
|
International Adviser
MIFID II, Solvency II most concerning for asset managers
[ July 2016 ]
|
|
29
|
Portfolio Advisers
Time to prepare investors for a truly ‘low return world’
[ July 2016 ]
|
|
28
|
International Adviser
EU watchdog to probe fund payments in unit-linked schemes
[ July 2016 ]
|
|
07
|
International Investment
‘Give dual citizenship to young Britons’: Germany’s vice chancellor
[ July 2016 ]
|
|
06
|
ESMA - The European Securities and Markets Authority
European Supervisory Authorities plan to issue Q&As on PRIIPS
[ July 2016 ]
|
|
05
|
Investment Week
Eight fund groups make last ditch attempt to change PRIIPs rules
[ July 2016 ]
|
|
17
|
Life Talk
« We’ve not even scratched the surface of fintech’s true potential – banks will struggle to keep up » - by Philip Calvert
[ June 2016 ]
|
|
16
|
International Adviser
UK advisers working longer hours, charging £157 per hour
[ June 2016 ]
|
|
14
|
International Adviser
FEIFA labels PRIPS regs ‘unworkable’
[ June 2016 ]
|
|
13
|
International Adviser
Confidence in UK advisers rises 40% since RDR
[ June 2016 ]
|
|
09
|
International Adviser
The Great British financial procrastination
[ June 2016 ]
|
|
07
|
Portfolio Adviser
Singapore-UK in fintech cooperation
[ June 2016 ]
|
|
06
|
International Investment
EFAMA calls for PRIIPs delay or risk ‘danger to investors’
[ June 2016 ]
|
|
02
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 53: le particularisme de l’économie allemande
[ June 2016 ]
|
|
30
|
International Adviser
Robo-advisers on the rise, CFA survey shows
[ May 2016 ]
|
|
26
|
International Adviser
More UK savers on track for retirement
[ May 2016 ]
|
|
23
|
International Adviser
Cost seen driving mass affluent investors toward robo-advice
[ May 2016 ]
|
|
20
|
Portfolio Adviser
FCA details the prices charged by UK advice firms
[ May 2016 ]
|
|
13
|
International Adviser
Half of UK advisers turn away 5 clients every month
[ May 2016 ]
|
|
12
|
International Adviser
Mind the gap: Age a major factor in financial knowledge
[ May 2016 ]
|
|
11
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 52: L’autorité de surveillance britannique ‘FCa’ souhaite raccourcir les procédures de contravention
[ May 2016 ]
|
|
11
|
Money Marketing
FCA ‘too open-minded’ on robo-advice
[ May 2016 ]
|
|
10
|
International Investment
UK and four EU allies agree tax info sharing deal
[ May 2016 ]
|
|
09
|
Professional Adviser
Robo-advice: The hidden dangers lurking under the bonnet
[ May 2016 ]
|
|
04
|
Investment Week
European Commission launches cross-border fund sales consultation
[ May 2016 ]
|
|
03
|
International Adviser
More action needed to advance global tax transparency, OECD says
[ May 2016 ]
|
|
02
|
International Adviser
All crown dependencies to provide company ownership data
[ May 2016 ]
|
|
28
|
International Adviser
UK PM unveils new tax evasion law, defends £200k PET
[ April 2016 ]
|
|
27
|
Professional Adviser
5:0 Five ways a human adviser beats robo
[ April 2016 ]
|
|
19
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 51: Le revenu de base inconditionnel ou le summum du sociétal stérile
[ April 2016 ]
|
|
08
|
Portfolio Adviser
Two in three advisers see in-house management becoming harder
[ April 2016 ]
|
|
07
|
ESMA - European Securities and Markets Authority
ESMA publishes translations of its Guidelines for the assessment of knowledge and competence
[ April 2016 ]
|
|
05
|
International Adviser
Majority underestimate retirement finance needs
[ April 2016 ]
|
|
01
|
International Adviser
Efama urges EU to create Europe-wide pension product
[ April 2016 ]
|
|
30
|
Reuters
Netherlands requests Dutch citizens' Swiss bank data
[ March 2016 ]
|
|
29
|
STEP.ORG
IRS recognises need for US to move to the CRS
[ March 2016 ]
|
|
25
|
STEP.ORG
Harmonised European property regime for international couples
[ March 2016 ]
|
|
24
|
International Advisers
UK adults in their 40s and 50s poor retirement planners
[ March 2016 ]
|
|
17
|
International Investment
EFAMA: ‘Record UCITS sales growth in 2015’
[ March 2016 ]
|
|
17
|
International Adviser
Little proof FCA actions reduce mis-selling - NAO
[ March 2016 ]
|
|
17
|
International Adviser
Financial advice for older consumers: What IFAs need to know
[ March 2016 ]
|
|
08
|
Portfolio Adviser
Eurozone sentiment set to pick up
[ March 2016 ]
|
|
07
|
STEP.ORG
Double taxation of estates in EU is a serious problem, says report
[ March 2016 ]
|
|
10
|
International Adviser
EU officially extends MiFID II application date by one year
[ February 2016 ]
|
|
10
|
International Adviser
The Insurance Distribution Directive (IDD), which will regulate the distribution of insurance products across the EU, will come into full force by February 2018....
[ January 2016 ]
|
|
01
|
International Investment
OECD Common Reporting Standard: Same-old, or something more?
[ January 2016 ]
|
|
29
|
ESMA - European Securities and Markets Authority
ESAs submit a joint letter to the European Commission on cross-selling of financial products in the EU
[ January 2016 ]
|
|
29
|
International Adviser
One year Mifid II delay might not be enough, says Esma chief
[ January 2016 ]
|
|
29
|
International Adviser
Inequality to stay until tax havens go, says Oxfam
[ January 2016 ]
|
|
28
|
International Adviser
Authorised UK firms hit with £363m FSCS levy
[ January 2016 ]
|
|
27
|
International Adviser
MetLife calls for light touch UK financial advice regulation
[ January 2016 ]
|
|
26
|
International Adviser
Jersey and Guernsey removed from Italian blacklist
[ January 2016 ]
|
|
22
|
International Investment
OECD Common Reporting Standard: Same-old, or something more?
[ January 2016 ]
|
|
20
|
Académie des Sciences morales et politiques
Jean TIROLE : « La Moralité et le marché » dans le cadre de la Fondation Éthique et Économie
[ January 2016 ]
|
|
20
|
L’AGEFI
Le plaidoyer pour le marché - Le lauréat Nobel d’économie 2014 livre une analyse empreinte d’humilité face au moralisme ambiant.
[ January 2016 ]
|
|
11
|
FECIF Press Release
Unique pan-European Financial Adviser Market Research Project
[ January 2016 ]
|
|
10
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 48:Placements dans les Loans (Prêts Titrisés) unse diversification attractive?
[ January 2016 ]
|
|
08
|
International Adviser
Asset managers ignore digital distribution at their peril
[ January 2016 ]
|
|
08
|
Portfolio Adviser
BlackRock iShares see $130bn of inflows as ETF industry hits record
[ January 2016 ]
|
|
22
|
FEIFA - The Federation of European Independent Financial Advisers
Treating clients fairly?
[ December 2015 ]
|
|
22
|
International Adviser
ESMA unveils guidelines to improve cross-selling practices
[ December 2015 ]
|
|
17
|
FECIF Press Release
Financial education may be laudable but is ultimately doomed to failure
[ December 2015 ]
|
|
08
|
ESMA - European Securities and Markets Authority
ESAs seek input on automation in financial advice
[ December 2015 ]
|
|
08
|
Portfolio Adviser
Eurozone still in favour
[ December 2015 ]
|
|
08
|
International Adviser
Europe's regulators turn their sights on robo-advisers
[ December 2015 ]
|
|
|
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