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 16
|
Better Finance
Consumer and investor protection now taken seriously
[ January 2019 ]
|
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15
|
International Investment
Crypto assets face EU-wide regulation
[ January 2019 ]
|
|
10
|
International Investment
Dutch government assures rights of British expats in event of no-deal Brexit
[ January 2019 ]
|
|
09
|
International Investment
EU moves to tighten rules on London-based investment firms
[ January 2019 ]
|
|
07
|
International Investment
Gibraltar ordered by EU to recover €100m in illegal tax-breaks
[ January 2019 ]
|
|
04
|
International Investment
Dutch add Guernsey, Belize and Isle of Man to tax evasion blacklist
[ January 2019 ]
|
|
03
|
International Investment
Britons to pay €7 fee for 90-day Schengen access post-Brexit
[ January 2019 ]
|
|
 02
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 82: AU SERVICE DES GFI: Depuis 25 ans le GSCGI représente et défend les métiers de la gestion indépendante
[ January 2019 ]
|
|
14
|
International Investment
Frankfurt expects 10,000 jobs as Brexit pushes banks out of London
[ December 2018 ]
|
|
13
|
Professional Adviser
Armchair Critic: How might AI affect people-based advice?
[ December 2018 ]
|
|
12
|
International Investment
HSBC targets 2.8m accounts with robo-adviser launch
[ December 2018 ]
|
|
11
|
International Investment
Bitcoin kicks off December with an 8% drop
[ December 2018 ]
|
|
10
|
International Investment
EU decision on KIDs leaves non-UCITS investors 'in the cold'
[ December 2018 ]
|
|
26
|
International Investment
New York and London top financial centres index as Hong Kong closes in
[ November 2018 ]
|
|
22
|
International Investment
AIC chief calls for KID suspension as two year UCITS delay mooted
[ November 2018 ]
|
|
08
|
GSCGI - Groupement Suisse des Conseils en Gestion Indépendants
IFA’s WealthGram No 81: Est-ce la fin du bull market?
[ November 2018 ]
|
|
29
|
International Investment
Fintech development and regulation highly variable across Europe: report
[ October 2018 ]
|
|
29
|
Portfolio Adviser
EU knows Priips Kid is not fit for purpose
[ October 2018 ]
|
|
 24
|
FECIF
Press Release: PRIIPs KID Not Fit For Purpose!
[ October 2018 ]
|
|
18
|
FECIF
Press Release: Fintech development and regulation highly variable across Europe
[ October 2018 ]
|
|
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 ]
|
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