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Bill Kelly, CAIA

Investment education is key says CAIA head

Mon, 02/07/2018 - 16:31

Founded in 2002, the Chartered Alternative Investment Analyst Association (CAIA) has gone from strength to strength in the alternative investment education arena. William Kelly (pictured), CAIA CEO, joined in 2014 and declares that, while it's been an interesting run, the value proposition of alternatives is alive and well.   »

David Calligan, Reed Smith

European regulator intervenes to restrict marketing of CFDs

Fri, 18/05/2018 - 12:01

David Calligan, Partner, Reed Smith, writes on the European Securities and Markets Authority (ESMA)’s announcement that it intends to impose temporary measures to restrict the sale of Contracts for Differences (CFDs) to retail investors, after a consultation earlier this year. The temporary restrictions are likely to come into effect in July.  »

New President appointed to CISI Northern Ireland Branch

Tue, 20/02/2018 - 17:12

John Cubitt, Chartered FCSI, has been appointed President of the Chartered Institute for Securities & Investment (CISI) Northern Ireland Branch. »

Investment Management Consultants Association rebrands as Investments & Wealth Institute

Wed, 18/10/2017 - 08:40

The Investments & Wealth Institute, formerly the Investment Management Consultants Association (IMCA), a provider of advanced education for investment and wealth management professionals, has rebranded as the Investments & Wealth Institute. »

WMA and APFA members vote to create combined trade association

Thu, 01/06/2017 - 07:51

The two UK trade associations in the personal investment management and financial advice sector have agreed to come together to form a larger representative body for organisations that support individuals and families to plan and invest for their financial life journey. »

Lesley Williams, PLSA

PLSA launches diversity initiative for pensions industry

Wed, 01/03/2017 - 13:00

The Pensions and Lifetime Savings Association (PLSA) has launched a new campaign, Breaking the Mirror Image, which aims to encourage greater diversity on trustee boards. »

WealthBar is first robo-adviser in Canadian ETF Association

Thu, 23/02/2017 - 12:24

Online portfolio management platform WealthBar has joined the Canadian ETF Association (CETFA), marking the first time a robo-adviser has joined the organisation. »

Fergus Clarke, PASA

Barnett Waddingham secures PASA accreditation

Mon, 16/01/2017 - 13:28

Barnett Waddingham has become the latest organisation to earn Pensions Administration Standards Association (PASA) accreditation. »

Amanda Pullinger, 100 Women in Finance

100 Women in Hedge Funds rebrands as 100 Women in Finance

Thu, 15/12/2016 - 10:03

100 Women in Hedge Funds has launched a new brand and formally changed its name to 100 Women in Finance. »

APFA survey finds regulatory costs have increased

Thu, 03/11/2016 - 11:03

The third annual Cost of Regulation Report from the Association of Professional Financial Advisers estimates that on average, small to mid-sized firms, with revenue of less than GBP1 million, spent GBP32,000 on the direct and indirect costs of regulation in 2015, an increase from GBP28,000 the previous year.  »

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