PIMFA, a trade association for the wealth management and financial advice industry, has given evidence to the House of Commons’ Work and Pension Select Committee inquiry into pension freedoms and scams.
Business owners, investors and family office principals are putting their personal reputations at risk by not taking steps to narrow pay gaps in their companies, according to a new national survey.
Goldman Sachs Asset Management (GSAM) and Bloomberg have launched a suite of 21 alternative risk premia benchmark indices which are available through the Bloomberg Terminal, and represent fully transparent and replicable indices of widely accepted alternative risk premia styles for liquid, rules-based investment strategies.
Phoenix American, a transfer agent and fund administration provider for alternative investments, and Alternative Investment Exchange (AIX), a digital platform built to improve processes for investing in alternatives, have partnered to provide a fully digital purchase process for client funds.
The global Coronavirus pandemic has accelerated the need for wealth managers to address the gap in meeting their clients’ digital expectations, according to the latest Wealth Management Digital Readiness Survey from asset and wealth management consultancy Alpha FMC.
Refinitiv has reached a strategic agreement with Trading Central for the provision of Reuters digital news and Refinitiv analytics capabilities to Trading Central's news portal, TC Market Buzz.
Accounting technology company KnowLedger has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today's volatile economy.
PIMFA, a trade association for the wealth management and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) call for evidence on way to improve the consumer investment market.
Lombard International Assurance, a European specialist in wealth and succession planning solutions for high net worth individuals, families and institutions, has launched pan-European analysis of unit-linked life insurance, also known as wealth assurance, in partnership with Accenture.
Finantix, a provider of digital enabling software for the banking, wealth management and insurance sectors, has integrated Next Best Action into product suite.