Investments Investments Regulation FCA to make it easier for wealth managers and retail investors to enter bond marketBy Darius McQuaid The Financial Conduct Authority (FCA) has set out proposals to make it…
2 Investments Advisers Investments Technology AI trust gap exists between UK wealth managers and clientsBy Darius McQuaid Despite the majority (87%) of UK wealth managers believing AI will be…
Ortec Finance Advisers Advisers Wealth management Wealth managers forecast client growth of more than 20%By Tom Browne Wealth managers and financial advisers are anticipating significant growth in their client…
ESG Advisers ESG Advice firms want more support in accessing the right ESG dataBy Darius McQuaid Just over a third of advice firms and wealth managers want more…
ESG Advisers ESG Investments Only 1% of advisers trust funds’ sustainability claimsBy Jean-Baptiste Andrieux Only a very small minority of financial advisers and wealth managers completely…
2 Investments Investments Platforum: How to stand out without slashing feesBy Andrew Hutchings How can wealth managers differentiate themselves from each other without just racing…