Tax
12 May 2014

Storm Gathers Over UK Plans To Seize Owed Taxes Without Legal Clearance

A political storm is brewing in the UK over plans by the government to let the national tax...

WM Market Reports
8 May 2014

Capturing Assets, Enhancing Client Relationships With Wealthy Of The Future

A report says it is becoming clearer that investors at different stages of life seek contrasting...

White Papers
6 May 2014

Outsourcing Is Key Trend In Asset Management But Let's Do It Right - White Paper

SEI, the US-headquartered investment and technology consulting firm, has issued a white paper...

Legal
9 April 2014

US Tries To Seize Money In Case Involving Swiss Lawyer, Hidden Accounts - Report

US prosecutors have moved to seize $12.2 million they say was transferred to New York from a secret...

Surveys
28 March 2014

Advisor Characteristics Vs Digital Delivery: Which Is Most Important To The Future-Wealthy?

The future-wealthy - those “at the front of a global charge up the wealth curve” - tend to...

Practice Strategies
25 March 2014

WHAT THE CONSULTANTS SAY: SEI On The Landscape After RDR

As part of a series of articles, SEI, the investment and technology firm, looks at how the UK...

White Papers
11 March 2014

SEI Lays Out The Case For "Systematic Workflows" - White Paper

SEI has issued a new white paper setting out the workflows necessary to boost a wealth management...

People Moves
23 January 2014

SEI Adds To UK Wealth Teams

SEI, the US-listed investment solutions firm, has appointed Brett Williams as UK managing director,...

People Moves
9 January 2014

French Law Firm Adds To Personal Tax Expertise

SBKG & associés, the French law firm, has appointed Damien Billet to its Marseille office, where...

Surveys
2 January 2014

Advisors Reveal Their Top New Year Resolutions - SEI Poll

Increasing client referral rates and boosting efficiency are at the top of advisors’ list of New...