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Four in five wealth managers struggle to meet client demand for private markets due to regulatory challenges

Four in five wealth managers struggle to meet client demand for private markets due to regulatory challenges

The implementation of compliant regulatory processes around cross-border promotion, data management and investor profiling are the main reasons that eight out of 10 wealth managers struggle to offer their clients access to private markets, according to a recent report by fintech Delio. 

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AdvisorPeak appoints Chief Strategy Officer

AdvisorPeak appoints Chief Strategy Officer

AdvisorPeak has appointed Mark Hollingsworth as Chief Strategy Officer. In the newly created senior management role, Hollingsworth brings over 35 years of experience in investment management and financial services to a leadership team that has successfully introduced and scaled multiple technologies in the wealth management industry. He also joins the company’s board of directors.