us publishes updated model
The US Treasury has published updated versions of the model intergovernmental agreements that are to be used by companies in reporting information under FATCA.
Canaccord AUM surges in first quarter
Canaccord Genuity Wealth Management saw a 22% rise in AUM in the first three months of the year, according to a trading statement by Canadian parent Canaccord Financial.
four funds you hope your clients dont own
In the wake of a financial crisis it is inevitable there will be investors who were suckered in during the good times by the promise of eye-watering returns and who are now left out of pocket.
People Moves | 22 May 13
brooks macdonald guernsey team now eight
Brooks Macdonald International has added another investment adviser to its growing Guernsey team.
Tax & Regulation | 22 May 13
america wakes up to fatca
US institutions and individuals are becoming increasingly aware of the existence of the Foreign Account Tax Compliance Act, which received little media coverage in the States until a US senator earlier this month introduced a bill to repeal certain of the act's provisions, arguing that they infringed "upon basic constitutional rights".