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
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
09 November 2023 What is the future for PMO? Aneta Murdza Wealth Consultant .. The objective of the PMO is to support the business... Latest News
06 May 2022 Nudge, Nudge – Wink, Wink Yet another set of new rules could spell problems for the pensions industry this summer... Latest News
27 April 2022 Is domain knowledge necessary to be a successful Project Manager? Is domain knowledge a pre-requisite to being a successful project manager in today’s wealth management... Latest News
30 March 2022 Bereavement Processing – First Contact Between 1.5m and 2m people suffer a close bereavement each year. Yet, bereavement processing within... Latest News
28 October 2021 Top Tips – Project Initiation Aneta Murdza Wealth Consultant .. Project initiation sets the foundations for successful delivery of a... Latest News
14 September 2021 The Outsourcing Fundamentals Chris Lamb Wealth Consultant .. Outsourcing is the process of moving tasks, operations, processes, or... Latest News
