Wealth Management

Brexit woes for UK fund managers

By David Prosser on February 15, 2017

Finally, we’re about to push the button. The Supreme Court ruling in January clears the way for Theresa May’s government to trigger Article 50 of the Treaty of Lisbon – once she has Parliament’s approval, that…

Why fund managers need to be better listeners

By David Prosser on February 7, 2017

Fund managers are good at communicating with investors and potential investors: they publish a broad range of information, some fund-specific, some not, and make imaginative use of creative design; they’re also increasingly savvy about the power…

Asset Management Firms Still Guilty of Complex Online Content

By Karen Riccio on January 30, 2017

Back in 1998, the U.S. Securities and Exchange Commission (SEC) published “A Plain English Handbook” to help the financial industry simplify documents both online and in print. Riddled with jargon, unnecessarily long words and run-on sentences,…

Advisors: Are you ready to take your business to the next level?

By Courtney McQuade on January 26, 2017
financial advisors business next level

In this age of financial technology (fintech), advisors in all channels must find a way to differentiate themselves in order to survive and succeed. Overall, the financial services industry has been going through significant change at…

Opportunity from adversity: why fund managers should welcome the FCA’s criticisms

By David Prosser on January 10, 2017
FCA Criticism

The Financial Conduct Authority’s interim report on the asset management sector could hardly be more damning. It accuses fund managers, particularly those who run active funds, of failing to do their job properly (since so few…

A Digital Outlook for 2017 and Beyond

By Mash Patel on January 4, 2017

By most measures, it was a pretty normal day in the City of London. The date was 18th November 2016 and for most people in the asset management industry, it was business as usual. Whilst the…

The People’s Trust: a new model for investor engagement?

By David Prosser on December 30, 2016

It’s fair to say Daniel Godfrey, the founder of The People’s Trust, a new investment company raising funds for a launch in 2017, has ruffled a few feathers over the years. He was once a combative…

How Will Trump’s Focus on Deregulation Affect Asset Management?

By Karen Riccio on December 28, 2016
trump deregulation

By now, the world is well aware that Americans voted President-elect Donald Trump into office, and he’s making waves and promises to overturn many of the previous administration’s policies even before being sworn in this coming…

Creating Compelling Content in Institutional Asset Management

By Elliot Burr on December 14, 2016

Within financial services, the need for quality content marketing is a must. We teamed up with Noel Hillmann, Managing Director of Clear Path Analysis, who hosted a webinar for us on the value of good content…

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016

How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…

Sellers of Annuities Beware

By Karen Riccio on November 29, 2016

There’s always been a lot of trash talking surrounding annuities and the advisors who sell them, but it’s grown even dirtier and louder with the changes to fiduciary law set forth by the U.S. Department of…

How 6 Asset Managers Reacted to the US Election

By Farnham Rankin on November 22, 2016

It has been almost two weeks now since one of the most surprising nights in political history, with Donald Trump beating Hillary Clinton to become the 45th President of the United States of America. It is…

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