Analysis
Profiles & Comment | analysis 28 Aug 14
Is there a place for an international association
When I speak to financial advisers, whether based in the UK, Europe, Asia or the Middle East, it doesnt take long, once the usual complaints about the other guys have dried up, for the conversation to turn to regulation.
North America | analysis 20 Aug 14
Hard work will reap rewards
With FATCA now a reality for millions of foreigners residing in the US and American expats abroad, laying the groundwork for an effective cross-border response has been essential.
Platforms | analysis 14 Aug 14
Platform view – Be prepared
With financial crime at the forefront of many investors; worries when dealing with sensitive data online; the security of a platform is of huge concern while maintaining functionality, says Sarah Jouhal, managing director of Praemium International
Profiles & Comment | analysis 5 Aug 14
Reading between the lines
The lines between retail and institutional business have increasingly blurred over the years, so Franklin Templeton gives each country head the responsibility to set the strategic model thats most relevant to their country.
Investment | analysis 5 Aug 14
A three thronged approach
Global investment bank Goldman Sachs is moving into the retail space, with its first offering being three multi-asset UCITS funds run by Katie Koch.