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 03
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GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 98 : SUSTAINABILITY: a present and future necessity for European financial advisors
[ August 2020 ]
|
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03
|
Moneyinfo
Digital is for life not just for Covid
[ July 2020 ]
|
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31
|
FinTech Law Blog by K&L Gates
New EU digital finance rules by the end of 2020
[ July 2020 ]
|
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30
|
Linklaters
EU Commission publishes long-awaited report on AIFMD
[ July 2020 ]
|
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27
|
Shearman & Sterling
European Commission Publishes FAQs on Sustainable Finance Initiatives
[ July 2020 ]
|
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16
|
MoneyMarketing
Exclusive research reveals adviser attitudes towards ESG
[ July 2020 ]
|
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14
|
OECD
International community continues making progress against offshore tax evasion
[ July 2020 ]
|
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13
|
Money Marketing
Average client numbers fall by 33; Nucleus
[ July 2020 ]
|
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08
|
Reed Smith
How sustainable is your ESG reporting? New EU rules on ESG disclosure: what are you required to do?
[ July 2020 ]
|
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07
|
Arthur Cox
Is AIFMD II on the way?
[ July 2020 ]
|
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02
|
International Investment
IFAs expect more clients to start self-managing their assets: research
[ June 2020 ]
|
|
01
|
Addleshaw Goddard
ESG - Taxonomy Regulation Adopted
[ June 2020 ]
|
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30
|
Pensions & Investments
Netherlands moves closer to defined contribution system
[ June 2020 ]
|
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29
|
IMD
World Competitiveness Rankings 2020
[ June 2020 ]
|
|
26
|
Dynamic Planner
ESG investing: 3 keys to manage rising risk in clients’ portfolios
[ June 2020 ]
|
|
25
|
Pensions & Investments
European investors’ appetite for risk growing
[ June 2020 ]
|
|
22
|
Proskauer Rose
[Podcast]: ESG and Sustainable Finance in the EU – What Fund Managers and Investors Need to Know
[ June 2020 ]
|
|
 19
|
GSCGI - WealthGram
CIFA informs... Three principles of good fiscal and regulatory policy
[ June 2020 ]
|
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19
|
Bryan Cave Leighton Paisner
European Commission's Review into AIFMD
[ June 2020 ]
|
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17
|
GSCGI - WealthGram
MARGIN CALLS: How can investors protect their position?
[ June 2020 ]
|
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17
|
GSCGI - WealthGram
Incertitude et Certitude: les GFI et le nouvel environnement règlementaire
[ June 2020 ]
|
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18
|
Patrimonia
Nos rémunérations en questions?
[ June 2020 ]
|
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17
|
Linklaters
Clock ticking on EU’s sustainable finance legislation
[ June 2020 ]
|
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16
|
ESMA - European Securities and Markets Authority
ESMA promotes convergence in the supervision of costs in UCITS and AIFs
[ June 2020 ]
|
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12
|
Ropes & Gray LLP
ESMA issues supervisory briefing on UCITS and AIF costs
[ June 2020 ]
|
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11
|
Dynamic Planner
Survey: Does financial advice have a positive impact at a time of crisis?
[ June 2020 ]
|
|
10
|
Sidley Austin
EU Advances ESG Related Reforms to Financial Services Regulations
[ June 2020 ]
|
|
 09
|
FECIF
Press Release: FECIF elects “new” team for the COVID-19 world and beyond
[ June 2020 ]
|
|
05
|
A&L Goodbody
ESG and Investment Funds - ESA consultation on EU Disclosures Regulation
[ June 2020 ]
|
|
04
|
Money Marketing
Microsoft: Your new financial planner?
[ June 2020 ]
|
|
03
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 97 : Bilan économique de la période de confinement et perspectives
[ June 2020 ]
|
|
28
|
International Investment
EU issues formal notice to 17 member states over money laundering directive
[ May 2020 ]
|
|
27
|
Reed Smith
New EU regulation: where next for crowdfunding platforms?
[ May 2020 ]
|
|
25
|
GSCGI (via AllNews)
Crise et nouvel univers réglementaire
[ May 2020 ]
|
|
19
|
MoneyMarketing
Half of advisers have clients delay retirement due to Covid-19
[ May 2020 ]
|
|
 18
|
Hardman & Co
Platform potential - How big is the potential investment platform market in the UK?
[ May 2020 ]
|
|
18
|
FECIF
Press Release: COVID-19: short-term and long-term impacts
[ May 2020 ]
|
|
15
|
Womble Bond Dickinson
EU crowdfunding regulation closer to agreement
[ May 2020 ]
|
|
14
|
FECIF
COVID-19 Survey: major short-term impact, cautious optimism in the longer term
[ May 2020 ]
|
|
14
|
MoneyMarketing
90% of clients satisfied with advice they get
[ May 2020 ]
|
|
13
|
AILO
AILO Guide to Mental Health in Lockdown
[ May 2020 ]
|
|
12
|
Mayer Brown
European Supervisory Authorities Launch Joint Consultation on ESG Disclosures
[ May 2020 ]
|
|
11
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 96 : The COVID-19 pandemic crisis and the true face of the financial system regulation
[ May 2020 ]
|
|
08
|
Allen & Overy
Impact of Brexit on Luxembourg life insurance companies
[ May 2020 ]
|
|
07
|
Adviesbureau Fred de Jong
Lessons from the Netherlands’ Commission Ban
[ May 2020 ]
|
|
05
|
PricewaterhouseCoopers
PwC COVID-19 business briefing (insurance)”
[ April 2020 ]
|
|
04
|
Portfolio Adviser
EU lawmakers plan to block Priips reforms over legal concerns
[ April 2020 ]
|
|
30
|
University of Luxembourg Faculty of Law via SSRN
The COVID-19-Crisis and Company Law - Towards Virtual Shareholder Meetings
[ April 2020 ]
|
|
29
|
University of Hong Kong Faculty of Law via SSRN
Digital Finance & The COVID-19 Crisis
[ April 2020 ]
|
|
28
|
Hogan Lovells
Les mesures applicables en droit des sociétés dans le contexte du COVID-19
[ April 2020 ]
|
|
27
|
Dillon Eustace
Regulatory flexibility in the face of COVID-19
[ April 2020 ]
|
|
24
|
DLA PIPER
The road ahead for digital finance
[ April 2020 ]
|
|
23
|
CIFA
CIFA: “Covid-19 and financial regulation”
[ April 2020 ]
|
|
22
|
Harvard Law / Schulte Roth & Zabel LLP
New ESG Disclosure Obligations
[ April 2020 ]
|
|
21
|
International Investment
European retirement planning shows 'fundamental reforms' - study
[ April 2020 ]
|
|
14
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 95 : COVID-19 et l’importance du gestionnaire de fortune indépendant
[ April 2020 ]
|
|
14
|
Nucleus Group
Investment Letter (April 2020) - Global Stocks and the Economy
[ April 2020 ]
|
|
14
|
Hargreaves Lansdown
Could oil prices fall below zero?
[ April 2020 ]
|
|
10
|
CityWire
European Financial Advisors – United We’ll Win
[ April 2020 ]
|
|
09
|
Citywire
Lettera aperta a un advisor europeo
[ April 2020 ]
|
|
08
|
Burges Salmon
Cryptoassets: A UK and European perspective on the regulation of cryptoassets
[ April 2020 ]
|
|
07
|
Freshfields Bruckhaus Deringer
Impact of COVID-19 – checklist for financial services firms
[ April 2020 ]
|
|
06
|
CMS Law-Now
EU set to unleash a sustainable finance market
[ April 2020 ]
|
|
 02
|
FECIF
Word from Chairman: Business as usual at FECIF
[ April 2020 ]
|
|
02
|
WH PARTNERS
Malta presents an attractive solution for UK companies post-Brexit
[ March 2020 ]
|
|
01
|
Allen & Overy
Review of the Non-Financial Reporting Directive: towards an EU-wide ESG reporting standard
[ March 2020 ]
|
|
31
|
Katten Muchin Rosenman
ESG and Sustainable Finance: The European Perspective
[ March 2020 ]
|
|
30
|
CMS Law-Now
Coronavirus crisis: how to support the economy under state aid rules?
[ March 2020 ]
|
|
27
|
Portfolio Adviser
Coronavirus turns active management underperformance on its head
[ March 2020 ]
|
|
26
|
FECIF
Press Release: Coronavirus: time to work together in Europe
[ March 2020 ]
|
|
25
|
Shearman & Sterling
Planning in a time of pandemic: Considerations for regulated financial institutions in the US, EU and UK
[ March 2020 ]
|
|
16
|
FECIF
Press Release: Unique European Retirement Planning Research
[ March 2020 ]
|
|
16
|
International Law Office / Mannheimer Swartling (via Lexology.com)
Changes to PRIIPs regulatory framework: helping or hindering retail investors to better understand products?
[ March 2020 ]
|
|
13
|
Linklaters
Private equity firms are facing the prospect of bank-style regulation
[ March 2020 ]
|
|
12
|
Latham & Watkins
MiFID Refit — Commission Consults on Review of MiFID II Framework
[ March 2020 ]
|
|
11
|
DLA PIPER
EU finance ministers propose new anti-money laundering body
[ March 2020 ]
|
|
06
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 94 : CIFA 2020 International Forum—SUSTAINABLE DEVELOPMENT 2030
[ March 2020 ]
|
|
05
|
CMS RegZone
UK/EU financial services after Brexit - the new framework for regulation
[ March 2020 ]
|
|
04
|
Proskauer Rose LLP
EU Releases “A European Strategy for Data”
[ March 2020 ]
|
|
03
|
Shearman & Sterling
EU-Wide Supervisory Focus on MiFID II Suitability Compliance
[ March 2020 ]
|
|
02
|
Stephenson Harwood LLP
BREXIT AND FINANCIAL SERVICES
[ March 2020 ]
|
|
20
|
Nucleus Group
INVESTMENT LETTER - Global Stocks and the Economy
[ February 2020 ]
|
|
12
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 92 : Croître ou ne pas croître, telle est la question...
[ February 2020 ]
|
|
10
|
Charles Russell Speechlys
Top 10 FinTech Predictions for 2020
[ February 2020 ]
|
|
07
|
Shearman & Sterling
New EU Regulation Enhances European Supervisory Authorities' Powers
[ February 2020 ]
|
|
06
|
Shearman & Sterling
UK equivalence for financial services in the EU
[ February 2020 ]
|
|
03
|
Hogan Lovells
EU consults on cryptoassets regulatory framework
[ February 2020 ]
|
|
31
|
King & Wood Mallesons
Future of tech regulation: Where is it headed? 2020 transnational regulatory update
[ January 2020 ]
|
|
30
|
Latham & Watkins
Third-Country Firms Operating Cross-Border Into the EU — Upcoming Reform
[ January 2020 ]
|
|
29
|
DLA PIPER
FinBrief – Global finance updates
[ January 2020 ]
|
|
28
|
The Times
Ageing Europe faces ‘demographic bomb’
[ January 2020 ]
|
|
27
|
ESMA - European Securities and Markets Authority
ESMA Strategic Orientation 2020-22
[ January 2020 ]
|
|
24
|
Tortoise
The Responsibility100 Index: is big business pulling its weight?
[ January 2020 ]
|
|
24
|
The Economist
Demography could be yet another force for divergence within the EU
[ January 2020 ]
|
|
23
|
Maples Group
New ESG Disclosure Requirements for EU Funds and Asset Managers
[ January 2020 ]
|
|
22
|
Winston & Strawn LLP
2020: The Year of EU Regulation of Crypto-Assets?
[ January 2020 ]
|
|
21
|
Womble Bond Dickinson
Consumer Credit Directive: still fit for purpose?
[ January 2020 ]
|
|
20
|
Latham & Watkins
A Tipping Point for the Regulation of Cryptoassets in the EU?
[ January 2020 ]
|
|
17
|
Reed Smith
EU investment firms face increase in capital requirements
[ January 2020 ]
|
|
16
|
Clyder & Co
Brexit, in any form, will create policyholder distress
[ January 2020 ]
|
|
15
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 92 : 2020 et une nouvelle décennie: ensemble pour affronter les nouveaux défis!
[ January 2020 ]
|
|
15
|
White & Case
Financial Regulatory Observer - Eight priorities for the new EU financial services chief
[ January 2020 ]
|
|
14
|
MME Legal
Germany to regulate crypto assets as of 1 January 2020
[ January 2020 ]
|
|
13
|
International Investment
France puts Bahamas and Seychelles on its tax haven blacklist
[ January 2020 ]
|
|
10
|
Hargreaves Lansdown (via Forbes)
Artificial intelligence's foothold increases going into 2020
[ December 2019 ]
|
|
02
|
PRK Partners Attorneys at Law (via Lexology)
Fintech in Czech Republic
[ December 2019 ]
|
|
31
|
International Advisers
EU states reject Brussels move to expose companies' tax avoidance
[ December 2019 ]
|
|
30
|
Linklaters
Poland’s planned pension system reform and its impact on the capital market
[ December 2019 ]
|
|
27
|
International Adviser
Goldman Sachs to offer wealth management from $5,000
[ December 2019 ]
|
|
24
|
Dentons
Property funds closing the exit doors
[ December 2019 ]
|
|
23
|
Matheson
A guide to Mifid in Ireland
[ December 2019 ]
|
|
10
|
International Investment
EU's finance chief issues Brexit warning over city of London access
[ December 2019 ]
|
|
09
|
International Investment
'Unprecedented success' in tackling offshore tax evasion: OECD
[ December 2019 ]
|
|
06
|
Lexology
Fintech in Germany
[ December 2019 ]
|
|
05
|
International Investment
Luxembourg sees tax information requests triple
[ December 2019 ]
|
|
29
|
Latham & Watkins
ESAs Consult on Amendments to the PRIIPs KID
[ November 2019 ]
|
|
28
|
Macfarlanes LLP
ESMA to focus on UCITS liquidity risks
[ November 2019 ]
|
|
27
|
Professional Adviser
MiFID III 'the last thing' asset management needs amid EU review
[ November 2019 ]
|
|
26
|
Herbert Smith Freehills LLP
France sets out approach to post-Brexit servicing of policies held by UK expats
[ November 2019 ]
|
|
25
|
International Investment
Over 180,000 Irish companies not compliant with money laundering rules
[ November 2019 ]
|
|
22
|
Morais Leitão & Associados
No-deal brexit: Temporary permissions regime for financial services in Portugal
[ November 2019 ]
|
|
21
|
International Investment
Two million EU citizens apply to remain in Britain
[ November 2019 ]
|
|
20
|
Antoniou McCollum
‘No-deal’ Brexit alert for Cyprus businesses
[ November 2019 ]
|
|
20
|
International Investment
Record number of South Africans applying for EU passport amid tax hike fears
[ November 2019 ]
|
|
19
|
The Economist
The improved mood in financial markets
[ November 2019 ]
|
|
18
|
Money Marketing
Mifid II ‘well intentioned’ but a ‘mess’ so far
[ November 2019 ]
|
|
05
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 91 : Quel Organe de Médiation pour les GFI, Trustees et Conseillers en placement?
[ November 2019 ]
|
|
09
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 90 : CAP 2020: quid de demain pour les GFI face aux changements réglementaires liés à la LSFin et la LEFin
[ October 2019 ]
|
|
04
|
Hogan Lovells
Brexit: Temporary Permissions and Contract Continuity
[ October 2019 ]
|
|
03
|
DLA Piper
Brexit for the insurance sector: No-deal regimes in the UK and Europe - A guide for insurers and insurance intermediaries
[ October 2019 ]
|
|
01
|
International Investment
Only 1,000 financial services jobs lost to Brexit - EY
[ September 2019 ]
|
|
30
|
International Adviser
Advisers and clients feel paralysed by Brexit
[ September 2019 ]
|
|
27
|
International Investment
British expats take to streets in Spain in Brexit protest
[ September 2019 ]
|
|
26
|
K&L Gates
New Rules on Cross-Border Distribution of Investment Funds in the EU
[ September 2019 ]
|
|
25
|
International Investment
OECD sees progress in 116 nations' implementation of country-by-country reporting
[ September 2019 ]
|
|
24
|
International Investment
Swiss banks start providing details of Indian accounts to Delhi
[ September 2019 ]
|
|
16
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 89 : La gestion de fortune n’a toujours pas été réinventée
[ September 2019 ]
|
|
04
|
International Investment
Robo-advice preferred by 4% of UK mass affluent investors, up from 1.3%: GlobalData
[ September 2019 ]
|
|
03
|
International Investment
EU freedom of movement 'will end' on day one of no-deal Brexit
[ August 2019 ]
|
|
02
|
Katten Muchin Rosenman
European Commission Publishes Communication on Its Equivalence Policy With Non-EU Countries
[ August 2019 ]
|
|
30
|
Proskauer
Brexit Update – Luxembourg’s Transitional Regime For UK Firms In ‘Hard Brexit’ Scenario
[ August 2019 ]
|
|
29
|
International Investment
Credit Suisse to invest millions in digital
[ August 2019 ]
|
|
28
|
International Investment
Nearly 100 companies move to Netherlands to avoid Brexit pitfalls
[ August 2019 ]
|
|
21
|
CMS
EU taxonomy: Steering capital flows towards a sustainable future for Europe
[ August 2019 ]
|
|
20
|
Gowling WLG International
Employment & GDPR: one year on
[ August 2019 ]
|
|
19
|
A&L Goodbody
Largest ever GDPR fines announced by ICO – don’t fall into the 1%!
[ August 2019 ]
|
|
14
|
International Adviser
How can AI and virtual reality improve client experience?
[ August 2019 ]
|
|
13
|
International Investment
Lloyds to launch robo-advice for clients investing less than £100k
[ August 2019 ]
|
|
12
|
International Investment
HSBC pays €300m to settle Belgian tax fraud case
[ August 2019 ]
|
|
08
|
Hargreaves Lansdown via Bloomberg
Merkel leaves Europe's sputtering engine to ride out the storm
[ August 2019 ]
|
|
07
|
Latham & Watkins LLP
MiFID II – Progress Report
[ August 2019 ]
|
|
06
|
American Expat Financial News Journal
French banks may need to close accounts!
[ August 2019 ]
|
|
05
|
The Guardian
Have central bank gambles paid off?
[ August 2019 ]
|
|
05
|
Matheson
The Insurability of GDPR Fines
[ July 2019 ]
|
|
02
|
Sovereign
Apple co-founder sets up blockchain-based firm in Malta
[ July 2019 ]
|
|
01
|
International Investment
France stonewalling British expats residency permit applications
[ July 2019 ]
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