Wealth Management

Dodd-Frank Reform: Why Would It Force the UK to Relax Regulation?

By Graham Jarvis on April 19, 2017

US President Donald Trump signed an Executive Order on 3rd February 2017 to review the 2010 Dodd-Frank financial regulations, which were brought in to prevent another 2008 financial crisis.  Simon French, Panmure Gordon’s chief economist, explains…

Getting ready for GDPR

By David Prosser on April 12, 2017

New data regulation due to come into force in just over a year’s time will bring challenges, but also opportunities. Thirteen months and counting. In May 2018, new laws on data protection and privacy come into…

Why 2017 could be the year for action on robo-advice

By Tim Cooper on April 5, 2017
Robo-advice-2017

After years of regulatory change centred on the retail distribution review (RDR), many organisations are now ready to join the robo-advice revolution. Having watched the RDR landscape evolve and pioneering technologies develop, the industry is turning…

Fund managers, who are you talking to?

By David Prosser on March 29, 2017
Fund-managers-talking

Fund managers who are targeting marketing materials and other communications at financial advisers may be surprised by just how many of them are outsourcing investment decisions. The intermediary sector is an obvious priority focus for fund…

We need more data sharing now, says wealth and fund manager Priday

By Tim Cooper on March 22, 2017
Data-sharing

James Priday, managing director of Exeter- and London-based advisory firm Prydis Wealth and discretionary fund manager P1 Investment Management, is on a mission to revolutionise the use of technology in financial services. This includes a target…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017
April-Rudin-Interview

April Rudin, a top marketing strategist for the financial services and wealth management sectors, founded her wealth management marketing firm in 2008 just as the fintech age began to ramp up, and it’s now exploding. With…

Ten questions to ask when choosing new fund management software

By David Prosser on March 13, 2017
cloud-software

New tools and technologies will enable fund managers to embrace the opportunities presented by the rapidly-evolving asset management sector, but choose wisely. Technology is already a key battleground in the fund management sector, but as digital…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

Brexit woes for UK fund managers

By David Prosser on February 15, 2017
Brexit-Fund-Managers

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-manager-listeners

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
AM-Complex-Content

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…

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