Tax & Regulation
Best Practice | 28 Sep 17
Client experience must be top adviser priority
Wealth managers need to consider client experience first if they are to prosper when the industry inevitably pivots away from its current focus on tax and regulatory changes, according to the keynote speaker at the International Adviser’s Future Advisory Forum Europe.
Tax & Regulation | 27 Sep 17
Investment managers optimistic ahead of Mifid II
After a drop off in sentiment in the previous three months, asset and wealth managers in the UK are more optimistic about their overall business situation, according to the latest CBI/PwC Financial Services Survey.
Tax & Regulation | 27 Sep 17
Adviser group targets data regs ignorance
Some of the UK’s largest advice firms and networks representing around 2,000 businesses have joined forces with software specialist Intelliflo to form a group aimed at addressing a “significant lack of understanding” of EU data rules.
With under 100 days to go, many still clueless about Mifid
A fifth of business leaders have admitted their employees are not even aware of the sweeping changes that will come into force under Mifid II, a survey has revealed.
Seven IM plans Jersey office
Seven Investment Management (7IM) looks set to receive regulatory approval for an office in Jersey as part of a planned expansion into the offshore market.