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North America

Financial institutions must prepare for ‘FATCA on steroids’

North America | 11 Jun 15

Financial institutions must prepare for ‘FATCA on steroids’

Financial institutions around the world must ‘get their act together’ for the introduction of the OECD’s Common Reporting Standard (CRS) in seven months, Linedata has warned.

Governments risk falling short of FATCA demands

North America | 10 Jun 15

Governments risk falling short of FATCA demands

Governments around the world could find themselves under-resourced when the Foreign Account Tax Compliance Act deadline for collecting information on US clients arrives in September, one expert has said.

Vanguard launches ‘robo-advice’ service in US

North America | 7 May 15

Vanguard launches ‘robo-advice’ service in US

Pennsylvania-headquartered Vanguard has rolled out a ‘robo-advice’ service for clients in the United States.

Concerns for ESG criteria growing says survey

Alternatives | 25 Mar 15

Concerns for ESG criteria growing says survey

Investors around the world are paying increasing attention to environmental, social and governmental (ESG) factors as a way of delivering good returns within alternative investments, according to new research.

Brooks Macdonald relaunches range with new

Companies | 20 Mar 15

Brooks Macdonald relaunches range with new

Brooks Macdonald has relaunched its multi-asset fund range, introducing three new currency share classes to help drive the growth of the firms international offering.

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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.