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
12 July 2021 Pensions Dashboards – Are you data ready? Nina Cherry Wealth Consultant .. Originally due to launch in 2019, the Pensions Dashboards programme... Latest News
02 July 2021 Confused By Choice? Jayne Brown Lead Consultant .. Have you ever been spoilt for choice? Recently I needed... Latest News
28 May 2021 Is there a future for the Contact Centre? With the next generation who are more and more tech savvy wanting quick and easy... Latest News
