The U.S. Federal Reserve (Fed) is the world’s most influential central bank—when it makes major policy decisions, the impact is felt across the globe. It was no surprise, then, that the Fed’s recent announcement that it will begin raising interest rates in March prompted such anxiety among investors about the impact on financial markets.
Facilitating adviser fees through a client’s pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions’ practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients’ best interests. Download now
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