North America
Implications of offshore non-disclosure rule changes
Understand the issues surrounding offshore non-disclosure for UK and US taxpayers
Financial planners are on the rise globally
In 2018 there was a 3.3% rise in professionals worldwide, with numbers up 5,787 from 2017
Julius Baer’s US tax evasion charges dismissed
In 2016, the Swiss bank agreed to pay $547m and settle tax evasion allegations
Time needed to assess multi-asset funds after poor 2018
Natixis IM survey found the strategy fell short and failed to diversify, adding to portfolio losses
MetLife takes $210m hit over failed pension payments
Insurer fined nearly $20m for not paying more than 13,000 people over 25 years