Why content is the new data for financial marketers

By Robin Powell on January 23, 2018

For the last 20 years or so, financial marketing has been all about data. Companies have devoted huge time and resources to gathering information about their clients and prospects, and, for most firms, marketing operations have…

MiFID II: The Saga Continues [Video]

By Alexandra Filippova on January 17, 2018

3 January 2018 saw the implementation date for the Markets in Financial Instruments Directive II (MiFID II). After years of work, financial firms faced a last-minute dash at the end of 2017 to finalise their compliance…

FCA platform inquiry poses new threat to fund marketers

By David Prosser on December 28, 2017

Having spent years sticking it to the banks, City regulators have shifted their sights to other areas of the financial services sector in recent times, with fund managers in particular feeling the hot breath of the…

The Future of Asset Management: Savvy Investor’s Top White Papers

By Andrew Perrins on October 23, 2017
Savvy Investor

“The Industry is Evolving…” In recent months, some great white papers have been released which examine the evolution and the future of asset management. The impact of technology, regulation, demographics, and Brexit, are all external forces,…

How Will MiFID II Affect US Asset Managers?

By Alexandra Filippova on August 9, 2017

It’s the regulatory news that is on every institution’s metaphorical lips: MiFID II or, in its full glory, the Markets in Financial Instruments Directive (II). Indeed, this behemoth of European Union legislation has been the basis…

Asset managers, is it time to monetise compliance and tax?

By David Prosser on August 2, 2017

Asset management firms have some catching up to do – research continues to show an industry that lags behind the rest of the financial services sector when it comes to using data and analytics technologies. One…

Asset managers are late to the big data party: MiFID II is a chance to catch up

By Tim Cooper on July 24, 2017

The MiFID II deadline looms ever closer, but many asset managers are a long way from having compliant technology solutions ready by 3 January. The revised Markets in Financial Instruments Directive (MiFID II) is one of…

Five key MiFID II issues every fund marketer should be worrying about

By David Prosser on July 23, 2017

With less than six months to go now until the introduction of MiFID II, are you ready for the new regulation? The second incarnation of the European Union’s Markets in Financial Instruments Directive becomes legally binding…

It is about the money, active fund managers: we care about the price tag

By David Prosser on June 28, 2017

Another day, another nail in the coffin of active investment management – or at least of those active managers who can’t make a coherent and convincing case for why investors should give them the time of…

Why Are Regulators Forcing The Digital Transformation of Payments?

By Graham Jarvis on June 26, 2017

“By January 2018 banks must comply with the EU’s second Payment Services Directive (PSD2), intended to improve online payment protection, encourage payment services innovation, and make cross-border payments safer. We’re finally entering the modern age of…

Investment research platform gets huge boost from MiFID II

By Tim Cooper on June 15, 2017

Scott Winship, Emma Margetts and Alex Santos, co-founders of financial technology start-up Alpha Exchange, appear to be in the right place at the right time. 30 months ago, they started developing a platform and marketplace for…

KIIDs reform: compliance burden or marketing opportunity?

By David Prosser on June 12, 2017

Time is running out for asset managers planning how they will comply with the MiFID II and PRIIPs regulations that come into force next year. And given the work involved with getting processes and documentation in…