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North America

ANALYSIS: Weighing up White House risk

Macro Views | 2 Nov 16

ANALYSIS: Weighing up White House risk

With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.

Labuan targets US expat friendly business with FATCA support

Asia | 2 Nov 16

Labuan targets US expat friendly business with FATCA support

Malaysia’s Labuan International Business and Financial Centre (IBFC) is looking to tap into the US expat market by helping businesses in the financial centre comply with the US’s Foreign Account Tax Compliance Act (Fatca).

US adviser faces CFP ban for conning athletes out of $33m

North America | 2 Nov 16

US adviser faces CFP ban for conning athletes out of $33m

A professional body representing financial advisers in the US has temporarily banned one of its members for siphoning over $33m (£22.5m, €29.2m) from professional sports stars in an alleged Ponzi scheme.

US releases first set of guidelines for adviser reforms

Best Practice | 31 Oct 16

US releases first set of guidelines for adviser reforms

The US Department of Labor has issued its first set of guidelines on the fiduciary rule, set to go live in April, which will require specialist retirement advisers to put their client’s interests first.

Morgan Stanley vows to keep commissions despite US reforms

Companies | 27 Oct 16

Morgan Stanley vows to keep commissions despite US reforms

Morgan Stanley, one of the largest wealth management firms in the US, has confirmed it will keep commission-based retirement accounts when the Department of Labour’s (DoL) fiduciary rule comes in to effect in April.

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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.