Beneficial ownership commitments at #FfD4: A step towards transparency

Now is the time for action. We call on all colleagues, partners, and stakeholders to join us in leading the way on nature-related financial disclosures. By embracing the Taskforce on Nature-related Financial Disclosures (TNFD) framework, you can better understand your dependencies and impacts on nature, assess risks and opportunities, and drive meaningful change across your operations and value chains. The TNFD will release their latest progress report next week during #NYCW2025, to celebrate this and two years since the release of the TNFD recommendations we've set out the top three actions organisations to help integrate nature into their business. See the original post below. #Nature, #Sustainability, #Biodiveristy

CRUF responds to the Department for Business and Trade’s Consultation: Developing an oversight regime for assurance of sustainability-related financial disclosures. Sue Milton, Charles Henderson, Peter Elwin, Robert Alster, Jeremy Stuber, Peter Parry

Self-directed IRAs offer access to alternative investments, but with that flexibility comes increased complexity and risk. From limited oversight to potential tax pitfalls, the consequences of a misstep can be significant. At FLSV, we work with individuals to evaluate whether strategies like these support their broader financial picture rather than compromise it. Explore the key risks to consider before taking the self-directed route: https://cstu.io/d84c9e #SelfDirectedIRA #WealthStrategy #TaxPlanning #InvestmentRisks #FLSV

Securities are at the core of financial markets ... but what exactly are they? In this episode of FSC Asks, Ramon Grant, Analyst at the FSC, explains what securities are and why they’re important for investors and the financial sector. Watch now to deepen your understanding of this key concept. #FSCBarbados #FSCAsks #Securities #FinancialEducation #FinancialServices

"The biggest thing an MFD does is save investors from themselves." Why do investors really need MFDs? MFDs don’t just plan portfolios — they protect investors from procrastination, panic, and poor decisions. In this new episode, we break down how MFDs add value to their clients' financial planning, beyond just recommending mutual funds. We emphasise how MFDs guide their clients extensively — from managing investor behaviour to helping achieve financial goals. A must-watch for every MFD and investor who wants to understand the real impact of expert financial guidance. Watch and get inspired. https://dub.link/Mba1C6V #InvestorEducation #MutualFunds #FinancialAdvisors #MFDValue #AssetPlus

We recently co-hosted a webinar with the Taskforce on Nature-related Financial Disclosures (TNFD) on Integrating Nature into Financial Institutions. Key takeaways from the discussion: - Asia is showing strong leadership in TNFD adoption globally. - Nature is increasingly recognised as a material sustainability topic for financial institutions (FIs) in Asia, driven by the region’s high economic dependency on nature and growing awareness of the impacts of nature loss. More from our Nature at a Tipping Point report: https://lnkd.in/gBJwYbzS - FIs in Asia are already taking steps to integrate nature into their financing processes by building organisational understanding of dependencies and impacts, assessing portfolios for nature-related risks and opportunities, and engaging with portfolio companies on nature. Watch the full recording here: https://lnkd.in/gaJtUXdR Thank you to Tony Goldner, Tajeshwar S. Goyal, CFA, Wisnu Rizki Wibisono, CFA, Joanne Lee, CFA, Kawazoe Seiji, Melissa Moi, Emily McKenzie, Monica B. for sharing your perspectives.

The latest issue of our “Regulatory Developments” is out: https://lnkd.in/eBFUCcsW  Read everything about the current challenges from the increasing regulation of the Swiss financial sector.  #PwCSwitzerland #PwCFS #RegulatoryDevelopments 

NALCAB 2025 National Conference Session Highlight Explore how economic power builds lasting freedom and legacies. This session dives into strategies for multi-generational financial planning—setting strong goals, protecting wealth, and overcoming cultural and emotional challenges. Attendees will gain practical tools to: ✔️ Build generational wealth ✔️ Navigate wills and estate planning ✔️ Empower clients with strategies for lasting success Don’t miss this session for actionable insights to strengthen legacies and empower communities. #NALCAB25 #MadelineVMarquez #IsabelaEspinal At Ponce Bank, we believe financial mastery isn’t a one-time lesson—it’s a lifelong journey. As both a CDFI and MDI, we work directly with the communities we serve—delivering the tools, education, and access to capital that help families thrive, small businesses grow, and neighborhoods build lasting resilience. #ProtectingYourLegacy

Earn 30 minutes of CPD by reading this article! Anna Lewis, commercial director at Castle Trust Bank, explores how advisers can add real value by being aware of the key regulatory, financial, and operational considerations when advising clients on HMO investments. https://lnkd.in/gEqDNxzx

The take-over bid regime is explored in the Alberta Securities Commission’s recently published written decision Re Greenfire, highlighting that the regime must be understood as a complete framework, where statutory exemptions are not loopholes to be disregarded but essential components of the regulatory structure.