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Education & Training

Joe Dabrowski, PLSA

PLSA launches LGPS employer guide outlining best practice

Wed, 29/03/2017 - 09:13

The Pensions and Lifetime Savings Association (PLSA) has launched the second in a series of guides aimed at helping new and participating employers in the Local Government Pension Scheme (LGPS). »

Julian Mund, PLSA

PLSA launches guide to indices and benchmarks

Wed, 15/03/2017 - 10:04

The Pensions and Lifetime Savings Association (PLSA) has launched a Made Simple Guide to indices and benchmarks, sponsored by FTSE Russell. »

Mike Thompson, Barclays

Financial services apprenticeship standard gains support

Wed, 15/03/2017 - 08:23

Six professional bodies in the banking and financial services industry have lent their support to the Financial Services Professional Apprenticeship. »

Young investment manager achieves highest level professional qualification

Mon, 06/03/2017 - 13:57

Robert Feather, an investment manager with Leeds-based boutique investment firm Myddleton Croft, has completed the CISI Chartered Wealth Manager Qualification, the highest level of professional qualification in his field. »

American College of Financial Services launches scholarship for African Americans

Tue, 28/02/2017 - 09:30

The American College of Financial Services has launched a scholarship programme aimed at increasing the number of African Americans in the financial services profession. »

George Farrah, Bloomberg BNA

Bloomberg BNA portfolio helps navigate transfer tax issues

Mon, 09/01/2017 - 15:18

Bloomberg BNA has released a new tax management portfolio that focuses on tax considerations for structuring estate planning transactions with carried interests in hedge funds and private equity funds. »

Five technology trends transforming the wealth manager and intermediary world

Mon, 09/01/2017 - 12:05

Alex Kerry, head of Winterflood Business Services, has written a note on the five trends in technology that he sees are transforming the working life of the intermediary. »

Silverfinch hosts inaugural PRIIPs event

Mon, 05/09/2016 - 10:20

Silverfinch, a look-through and data distribution utility for client regulatory reporting, is hosting a PRIIPs event to explore and discuss the regulatory landscape and industry preparation. »

APFA announces Financial Services Forum events

Mon, 18/07/2016 - 09:13

The Association of Professional Financial Advisers (APFA) has launched the inaugural Financial Services Forum events with the initial two events to be held in the Northwest of England on 6 October and London on the 22 November.   »

Man with loud hailer

Calling all aspiring alternative fund managers!

Mon, 06/06/2016 - 11:10

Are you looking to set up an alternative investment fund? If so, then Hedgeweek’s “Setting up an Alternative Fund in Europe” will give you access to world class experts providing advice on how to navigate this challenging path. »

Mariann Mihailidis

Family Office Exchange adds new topics for beneficiaries at FOX Trustees & Beneficiaries Workshop in June

Mon, 28/03/2016 - 12:28

Family Office Exchange (FOX), a membership organisation of enterprise families and their key advisors, has announced the agenda for its 2016 FOX Trustees & Beneficiaries Workshop, June 22-23 in New York City.  »

Beverly Chandler

Second programme from Cyber London

Fri, 16/10/2015 - 14:22

Cyber London (CyLon), Europe’s first dedicated cyber security startup accelerator and incubator, has just announced the start of its second programme and managed to find the week when news from the Office for National Statistics showed there were an estimated 5.1 million incidents of fraud, with 3.8 million adult victims in England and Wales in the past 12 months.  »

Canada

Smarten Up Institute launches leveraged ETF course

Mon, 30/03/2015 - 13:00

The Smarten Up Institute (SUI), an independent provider of quality financial education, has launched Canada’s first complete course on investing in leveraged exchange traded funds (ETFs). »

Geoff Cook

Jersey Finance to ‘Map the Future’ of the private client world at annual London conference

Thu, 12/03/2015 - 10:00

Stephanie Flanders has been announced as a keynote speaker at this year’s Jersey Finance Annual Private Client conference in London.  »

three fingers

Osney Buy-Side identifies top three challenges facing European asset managers

Wed, 11/03/2015 - 12:00

Osney Buy-Side has identified the top three challenges currently facing European asset managers:  the role of technology in driving growth; the continuing wave of regulation; and lack of standardisation in cash flow management.  »

conference

Nucleus to host eighth annual strategy conference

Mon, 02/03/2015 - 19:30

Nucleus, the adviser built wrap, is  to host its eighth annual strategy conference this week, on Thursday 5 March, at The Belfry in the Midlands. »

paper people cut outs in a row

St James’s Place ‘Mind the Gap’ event addresses gender equality in pay

Tue, 18/11/2014 - 21:00

Wealth manager St James’s Place’s second annual ‘Mind the Gap’ event on Thursday 13 November, hosted by Baroness Patience Wheatcroft, discussed gender equality in pay and how a career in financial services can help address this issue.  »

Magnifying glass

NYSSA forum to focus on ETPs

Thu, 13/11/2014 - 12:01

The New York Society of Security Analysts (NYSSA) will examine one of the fastest-growing and most dynamic asset classes on the market today with its ETP Trading and Investing Forum on 19 November. »

South East Asia

Jersey Finance ramps up Asia activity by launching inaugural Roadshow series

Wed, 05/11/2014 - 11:32

Jersey Finance has embarked on a ramped-up programme of activity in Asia this autumn, including launching an inaugural series of Roadshow events in key markets across the Far and Middle East. »

Handcuffs and money

Fighting financial crime seminar for Manchester financial advisers

Mon, 03/11/2014 - 16:00

A seminar which examines the changes to financial crime legislation is to be held for financial advisers in Manchester. »

House

Octopus and SOLLA to host series of workshops on risk in estate planning

Mon, 20/10/2014 - 12:01

Octopus Investments is to partner with the Society of Later Life Advisers (SOLLA) to host a series of seminars for advisers to help them understand the risk associated with the different legal and financial issues that may arise when helping an elderly client plan for later life. »

Magnifying glass

Gemini Alt takes RIAs ‘behind the scenes of alternatives’

Thu, 16/10/2014 - 06:35

Gemini Alternative Funds brought together a variety of experts on alternative investments at "Gemini Forum: Behind the Scenes of Alternatives," held in New York City on 8 October. »

Female sign

St James’s Place to host second ‘Mind the Gap’ event

Thu, 09/10/2014 - 10:03

St James’s Place is to hold the firm’s second annual ‘Mind the Gap’ event, celebrating women in business, on 11 November 2014, hosted by Baroness Patience Wheatcroft. »

House and money

Octopus hosts series of estate planning masterclasses

Tue, 23/09/2014 - 16:22

UK retail fund management company Octopus Investments is to host a series of masterclasses designed to help advisers become an expert on estate planning for their clients. »

Degree

EISA launches EIS Tolley Diploma

Wed, 10/09/2014 - 10:09

The Enterprise Investment Scheme Association (EISA) is to launch the new EIS Tolley Diploma at an event in London on 18 September. »

Computer screen

Waddell & Reed launches online CFP education programme for financial advisors

Thu, 28/08/2014 - 14:39

Waddell & Reed has partnered with the University of Georgia and Greene Consulting to provide an online opportunity for financial advisors to complete the Certified Financial Planner (CFP) qualification. »

John Chatfield-Roberts

Jupiter’s Merlin team to hit the road in September

Wed, 20/08/2014 - 12:25

Jupiter’s independent funds team will hit the road in September for a series of adviser conferences held at 22 venues across the country. »

Degree

EISA launches self-study diploma

Tue, 29/07/2014 - 16:03

The Enterprise Investment Scheme Association (EISA) has developed a self-study diploma that gives a thorough background on the Enterprise Investment Scheme (EIS). »

features

In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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