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
02 August 2021 Cyber Security in Asset and Wealth Management When most people think about cyber-attacks they will think of attacks on huge companies, like... Latest News
22 July 2021 Diversity in Financial Services – Let’s get on with it! Kate Monserrate Director .. On 7th July, the FCA, PRA and Bank of England launched... Latest News
