News

How modern-day wealth managers can thrive during unpredictable times - SIX How to perfect strategic technology partnerships in the digital-first world - SEI Investments (Europe) Ltd How consumer communication expectations in the ‘new normal’ have begun shifting financial service mentality - Beyond Encryption From Mass Affluent to HNWIs, how to create experiences that cost-effectively support the next generation of wealth - Olympic Banking System Etf stream data challenges loom over booming esg etf industry - ETF Stream Do your clients need help with their tax returns? - GoSimpleTax Investment legends – facts not fiction - Royal London Why cyber risk management is not the same as it support - Mitigo Pimfa D&I awards

Mastering the digital banking experience to trigger the right client emotions - Unblu Property investment: supreme court delivers blow to business rates mitigation schemes - Shoosmiths LLP Social engagement with clients and prospects through a pandemic: what we learned - Hearsay Systems The uk dividend picture - Link Group Diversity and inclusion in the financial services sector: the “why” and “how” of collating diversity data - Clyde & Co LLP The slow rise of regtech - Worksmart Limited Collide or align? - Efficient Frontiers International Eu clients – what are your options? - FEIFA The future of wealth management is hyper- personalised - Objectway Ltd Making the deal stick– post acquisition integration - RSM

How outsourcing your marketing could reduce your risk - Rosie Reynolds Marketing If women are good for business, why are so few getting to the top? - Attitude Coach Anatomy of an AML failure – why are so many firms incurring fines? - LexisNexis Risk Solutions How long does it take to build next-generation digital wealth capabilities? - Kidbrooke Corporate actions you are not alone… but should you be? - Contemi Solutions Financial advice: Preparing for the headwinds yet to come - BNY Mellon Pershing S&P: A More Balanced Approach to Large-Cap U.S. Equities - Why human error is still your top cybersecurity risk - Mitigo Pimfa Cyber Doctor Online safety bill - Pimfa

Could negative interest rates affect your business? - Insignis Cash Solutions Finding the silver lining in cloud data - Six The Risks of Homeworking - TriLine GRC Empowering retail investors with technology - Primary Bid COVID-19 and Culture in the Workplace - Clyde & Co Financial Crimes Enforcement Network (FinCEN) Reform - PIMFA Cyberdoctor - Mitigo Why Wealth Managers will find it increasingly difficult to differentiate and control their costs - ERI Bancaire Cross-Border Trends - A Brave New World for UK Firms - BRP Bizzozero & Partners UK Cybersecurity in a year of crisis - Mitigo M&A takes centre stage for UK asset and wealth management - PWC

Fill in the digital gap to thrive in the "new normal" - Objectway Ltd Investing in times of climate change - Morningstar Pre-empting the new normal: 2021 planning - Alpha FMC Firms must adapt to the post-pandemic world now to avoid regulatory repercussions - Bovill Meeting investor needs: a case study on international securities - Euroclear SM&CR - A welcome delay to final implementation for many - Worksmart Ltd Financial services firms are being attacked on all fronts as criminals become increasingly adaptive and sophisticated in their approach - Lexis Nexis Next-gen model C-suite view - Orbium Shine a light on your business: Investor in Customers Ltd Cyber Doctor - Mitigo LLP The insurance market lookout - Howden PIMFA Compare my allocations report - PIMFA

Cyber Doctor - Mitigo LLP How a Cyber Insurance Policy Responds and Protects - New Dawn Risk Group Don't Ignore Share Class Conversions - Altus Ltd Climate Change Risk: The Reshaping Has Begun - Clyde & Co LLP Providing a Retirement Windfall for Your Child - Openwork Limited Why Wealth managers Should Understand The FCA's Alternatives Strategy - Ellis Wilson Limited Client's View: The Generation Gap - Compeer Ltd An Effective Board Makes Morally Right Decisions - Sionic Are You Letting Your Newest Clients Down? - Contemi Solutions Industry View on Remote Working - Royal London New MSCI PIMFA Equity Risk Index Series Launch - PIMFA

PIMFA Plus - PIMFA Shall we get engaged? - Octo Members Group A closer look at consultation paper CP19 - Royal London Should all investors be treated equally in the access to information from UK listed companies? - Investor Meet Company Pricing in Wealth Management - Alpha FMC Better Client Outcomes? - Elephants Don't Forget Offset the impact of inflation by using a cash management service - Insignis Cash Cyber Doctor - Mitigo What could an apprentice do for your firm? - NMBA Keeping the trillions of family wealth: how to win next-generation clients - Orbium Digital Innovation in Wealth Management - Objectway Between a rock and a hard place:how firma can handle diversity reporting and GDPR - MirrorWeb Hacker Girl Episode Eight - TRMG The Rise of Cryptocurrencies and the Question of Regulation - CityAM

I Am What I Am - Beyond Encryption The Rise of Environment, Social and Governance (ESG) - PIMFA Regulating the Growth of ESG Investing - Morningstar Suitability and Surveillance for Wealth Managers: What Does the Future Hold? - NICE Actimize Cyber Risk Management: Cybersecurity is Different to IT Support - Mitigo Group Emerging C-Level Views on Success Strategies for Surviving and Thriving in a New Era of Wealth Management - Orbium Why the FCA's Updated Financial Crime Guide Sets Out a Universal Governance, Risk Management and Compliance (GRC) Framework - Mitratech Financial Worries and Your Wellbeing - PIMFA The Big Millennial Shake-up: How Tech Made Wealth Advisers Wake up - Focus Solutions FCA's Competition Worries Will Impact Wealth Managers - Altus Hacker Girl Episode Seven - The Risk Management Group