Technology & software solutions

GUEST ARTICLE

Adoption of new technology supports strong valuations for financial advisory firms, but poses significant future risk too

Adoption of new technology supports strong valuations for financial advisory firms, but poses significant future risk too

By Sean Page, Partner at Locke Lord – Technology was already an essential tool for the UK’s financial advisory community, but the pandemic has forced advisers to further embrace such innovation as a central way to interact with clients. This in turn has meant firms’ compliance functions have had to get up to speed quickly in order to support the front office. 

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Refinitiv launches next-generation intelligent content management capability for wealth management firms

Refinitiv launches next-generation intelligent content management capability for wealth management firms

Refinitiv has launched House Views and Market Insights (HVMI), its next generation intelligent content management capability for wealth management firms. HVMI enables the efficient distribution of investment recommendations and research by connecting product and content manufacturers teams with wealth advisors.  

GUEST ARTICLE

How technology will impact the wealth management client experience in 2021

How technology will impact the wealth management client experience in 2021

Technology is transforming the client experience within wealth management. David Simpson (pictured), Head of EMEA at GBST, examines how firms in the sector are working to modernise legacy systems to manage 21st century digital requirements, while controlling spending and reducing risk for the industry and its participants.