Advice Guidance Boundary Review – More Shades of Grey?
With the consultation period for the FCA Policy Paper on ‘Advice Guidance Boundary Review [...]
International Women’s Day. Not just for one day.
The focus on women’s advancement can’t just be limited to one day, whether it's [...]
The challenge of Legacy Tech – the old excuse?
It’s no secret that much of the Wealth Management industry is still reliant on [...]
What’s the future of offshoring; four considerations
.. Offshoring has long been a cornerstone strategy for optimising operational costs, [...]
Platforms – Ready for Disruption?
.. The last year has seen many prophecies about the future of [...]
What are the benefits of AI in Wealth Operations?
Back in October, during our Wealth Ops: Live! event, we were joined by industry [...]
Assessment of Value: Investor Impacts
In August 2023 the FCA published their latest report¹ after visiting 14 Asset Fund [...]
Value for Money – Will it make a difference?
Following on from my colleague Nina Cherry’s blog recently focusing on the consultation and [...]
Fair Value is more than just Monetary
.. On the 8th of November the FCA issued a strongly worded [...]
VFM – Getting the Ball Rolling
Since the Value For Money (VFM) consultation response was jointly issued by the Department [...]