News

ESG Investment in 2024 - What to look for when scrutinising funds - Sancroft How to secure value for money on your client’s pension - Insignis Cash Poor cyber security will breach Consumer Duty - B-Compliant Staying innovative is staying ahead of the curve - Dorsum Precision in Practice: Unveiling Key Trends and Improvements in Asset Management Transaction Reporting - Control Now UK SDR: fix the roof when the sun is shining - Knowyourfunds Practical and personal: The keys to consumer engagement - Altus Consulting How implementing the Consumer Duty can help deliver your ESG objectives - Square 4 FATCA Filings – Failure or Fallacy? - Hartford Consulting

Sustainable Comms in Financial Services: A Moral and Strategic Imperative - Beyond Encryption How to Embed Consumer Duty in 7 practical steps - Beyond FS The Four Cornerstones Of Financial Wellbeing - Chris Budd Does your portal support your IFA stakeholders? - Crealogix The Art of Engaging Affluent Investors: the opportunities presented by asset aggregation and real time strategic insights - Figg Navigating Tax Reporting Challenges in Wealth Management: A Technological Approach - Financial Software Ltd Driving Growth in an Era of Disruption - FIS Global How to create risk ownership within your firm - Ruleguard MiFID Transaction Reporting – 2023 and beyond…. - Kaizen Reporting A 5-step framework to aid a successful business transformation - SEI Wealth Platform New study reveals the three pillars for wealth managers to unlock opportunity in challenging times - Objectway

A UK First for Transparency across Managed Portfolios - Morningstar Digitising wealth management is crucial for client satisfaction and employee wellbeing - Industrial Thought Group From One-Time Buyers to Lifelong Customers: Increasing After-Purchase Engagement in Wealth - Kidbrooke Cyber Risk Management: 6 reasons why you need independent assurance - Mitigo Group Mastering Operational Resilience: An Outlook in to 2025 - Pershing How to place value on protection in tough times - Royal London Digital transformation in the Financial Services industry: Adapt or get left behind - RSM UK Defining a vulnerable client in a Consumer Duty world - Dynamic Planner Joint Review of the Senior Managers and Certification Regime - Thistle Investments

Is Sgt Pepper an Anti-Hero? Differences and Differentiation - Altus Communicating ESG Investments to Customers - Dorsum Outcomes Monitoring in a Consumer Duty World - Square 4 After the Latest Crypto Winter, Wealth Management Firms Could Bring About a Crypto Spring - Crealogix How Can FCA-Regulated Firms Master Operational Resilience in a VUCA World? - Ansarada Navigating the Complexities of Data Sovereignty in the Financial Services Industry - Worldr What Does the UK's Digitisation of Share Certificates Mean for Advisers? - Euroclear Living With the New Consumer Duty - An Employee Perspective - Worksmart A Battle Plan to Win on Customer Experience - Objectway Sharpfin Trend Report 2023 - Sharpfin

Why tax suitability shouldn’t be taxing for UK wealth managers - Six Group Is Investing In China Still A Good Idea? - RisCura Capitalising On A Rising Interest Rate Environment - Insignis Cash Solutions Top Rates Currently Available On The Insignis Cash Solutions Platform - Insignis Cash Solutions Improving Diversity And Inclusion In The Financial Services Sector: Socioeconomic Background Data - Clyde & Co An introductory guide to email account security - Mitigo Group Beware The Ides Of CARF - Efficient Frontiers International Implementing the FCA's New Consumer Duty - Shoosmiths LLP Consumer Duty: What Is It And How Worried Should I Be? - IIC Climate Risks Beyond The Physical - ICE

Small companies will have to file P&L accounts - MyRegData Unpacking five commercial property myths - TIME Investments My client wants to use WhatsApp – why and why not? - Qwil Messenger ETFs left in unprecedented position - ETF Stream What do wealth management clients expect in 2022? - Unblu Employers can dismiss whistle-blowers by separating their conduct from the fact they are a whistle-blower - PIMFA’s under 40 forum finds stark gender differences and a pressing need for financial education in new research - PIMFA Are you resilient to a ransomware attack? - Mitigo Mastering the customer experience in investment management - Medallia Best practices for modernising client management - Moxo