30 April 2024 Building Trust: How wealth providers can boost data sharing and better outcomes for customers The wealth management industry is focused on shifting towards a data-driven landscape, exploring new ways... Latest News
23 April 2024 Consumer Duty: Closed Products Shouldn’t Have to Compete When the FCA initially announced that closed products would be given an extra year to... Consumer Duty
16 April 2024 Transforming the Wealth Operations Workforce for the Future Financial Services is big business with over 2.5 million people in the UK working in... Ops Resilience
03 April 2024 Advice Guidance Boundary Review – More Shades of Grey? With the consultation period for the FCA Policy Paper on ‘Advice Guidance Boundary Review proposals... Advice
08 March 2024 International Women’s Day. Not just for one day. The focus on women’s advancement can’t just be limited to one day, whether it’s International... Latest News
27 February 2024 The challenge of Legacy Tech – the old excuse? It’s no secret that much of the Wealth Management industry is still reliant on Legacy... Latest News
16 February 2024 What’s the future of offshoring; four considerations Chris Lamb Wealth Consultant .. Offshoring has long been a cornerstone strategy for optimising operational... Latest News
16 February 2024 Platforms – Ready for Disruption? Dom House Lead Consultant .. The last year has seen many prophecies about the future... Latest News
08 February 2024 What are the benefits of AI in Wealth Operations? Back in October, during our Wealth Ops: Live! event, we were joined by industry experts... Latest News
