The True & Fair Campaign, led by co-founders Gina and Alan Miller, has published its latest report, Asleep at the wheel, an expose of systemic regulatory failure and consumer detriment in the UK financial services sector.
We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.
The digital world, and ironically how it allows greater personalisation, preoccupies Mark Trousdale, Chief Growth Officer at the international wealth-tech platform InvestCloud.
A recent survey of 76 jurisdictions by TMF Group, a provider of administrative support services, has found that only 25 per cent of jurisdictions require a company secretary by law. Yet the report, ‘Conquering the Complexity of Local and Global Compliance’, also found that 69 per cent of jurisdictions believe that company secretaries’ responsibilities are predicted to grow within the next five
Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments.
A recent report published by CFA UK has strongly endorsed tiered fees for retail funds and recommends that managers and fund boards should actively consider how they can be introduced.
By Allan Lane, Algo-Chain – Such has been the political din over the last 12 months, both here in Europe and the US, one can be forgiven if you weren’t able to keep abreast of the digital chaos that cut through the financial services industry. Trust me, as the saying goes, there was chaos.
Cerulli Associates' latest report, European Environmental, Social, and Governance Investing 2019: Setting Standards and Enhancing Integration, shows that by the end of August 2019, 1,840 ESG mutual funds and ETFs were registered for sale in Europe and that 233 new ESG funds were launched in the region during 2018.