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North America

Canada vetoes best interest duty for financial ‘advisors’

North America | 17 May 17

Canada vetoes best interest duty for financial ‘advisors’

Canada has abandoned plans to introduce regulation that would require people giving financial and investment advice to act in their client’s ‘best interest’.

Barclays fined $97m for overcharging advice clients in US

North America | 11 May 17

Barclays fined $97m for overcharging advice clients in US

Barclays has agreed to pay more than $97m (£74.9m, €89.2m) to refund advice and mutual fund sales fees to US clients who were charged for services they did not receive.

‘Frustrated’ EU politicians step up pressure on US over Fatca

North America | 9 May 17

‘Frustrated’ EU politicians step up pressure on US over Fatca

Members of the European Parliament have asked the European Commission to open talks with the US to make data exchange under the Foreign Account Tax Compliance Act (Fatca) reciprocal.

US equities after the Trump rally – any opportunities left?

Equities | 4 May 17

US equities after the Trump rally – any opportunities left?

It’s very easy to make the bear case for US equities right now: valuations are high, and the market has priced in all the good things it expects from Donald Trump and none of the bad stuff. But that may be too simplistic a view.

Aberdeen and Standard Life merger: An insider’s view

Companies | 3 May 17

Aberdeen and Standard Life merger: An insider’s view

Campbell Fleming, global head of distribution at Aberdeen Asset Management, talks mergers, scale, fees and the future of the combined Aberdeen/Standard Life business.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.