PIMFA
North America | 30 Jul 14
FATCA seen as an opportunity not a burden
Contrary to common perception, many wealth management firms in the UK are embracing the controversial Foreign Account Tax Compliance Act (FATCA) legislation, which began its implementation on 1 July, with some carving out a niche specifically advising orphaned American clients.
United Kingdom | 18 Jul 14
APFA calls for FCA retirement advice review
The Association of Professional Financial Advisers (APFA) has said the FCA should review the advice consumers receive as they approach retirement, during what it calls an unprecedented period of change for the UK.
People Moves | 9 Jul 14
wma ceo tim may to step down
Tim May will step down as head of the Wealth Management Association later this year, after four years in the role.
United Kingdom | 27 Jun 14
post rdr adviser world struck by costs
Regulations should be pared down and costs reduced to foster a competitive and sustainable adviser market, a report compiled by APFA revealed.
United Kingdom | 5 Jun 14
Firms face 460m annual bill for regulation
Advisory firms based in the UK are spending an estimated £460m each year on the direct and indirect cost of regulation, according to a recent study.