European authorities set out Kid reforms under PRIIPs regulation
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Author: Robbie Lawther
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Australian investment manager launches active ETF
The fund will look to give retail investors access to the firm’s strategies through an open-ended ASX-listed investment
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ETFs should be core part of client portfolios, say US advisers
This comes from a new report by Charles Schwab Investment Management to assess views on trends in investments
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PEOPLE MOVES: Quilter, Purple AM, UBS WM, Barclays Wealth
New CFO at Quilter, Fry Group hires asset manager CEO, and UBS Wealth appoints China duo
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Asset manager expects ‘turbulent’ financial sector in 2019
Positives will be overshadowed by concerns of end of bull market, trade wars, Brexit and US economy
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Business Code delay done to help life cos, IoM’s Pickering says
Implementation of commission disclosure pushed back to give firms ‘breathing space’
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French asset manager refutes tax fraud claims
The firm is under investigation by French financial authorities for tax fraud and money laundering
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Australia to toughen standards for managers of financial advisers
The regulator to require managers to meet the same education levels as financial advisers
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TigerShares launches first exchange-traded fund
Fund will track Nasdaq index representing performance of internet-related firms in China and US
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Growth in funds serviced in Guernsey slows
Organic growth increased but result nullified by redemptions, liquidations and funds transferred
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UK launches inquiry into taxation of trusts
HMRC is seeking views and evidence on whether the current regime is transparent, fair and simple
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Isle of Man’s business code delay to ‘finalise development’, says MIA
Worldwide fee and commission disclosures in Key Information Document to take effect on 1 July 2019