When talking to our clients at the moment they fall into two camps- one for whom the dispersion of staff to a home office environment was a long way down the scenarios on their BCP, and therefore they are having to revamp their world to adapt to the dispersed workforce, and those that see this as an opportunity to “go digital”. I shall return to ...
28 April 2020 Trends in Financial Services
The world of financial planning and wealth management has been heavily impacted by technology. The advent of mobile devices and cloud computing has ushered a more scientific and mathematical approach to financial planning. This is now within the reach of not only large firms, but also smaller independent advisors. This is also now within the reach...
06 February 2018
Conduct Risk- Boring? Just another FCA fad? The concept of ‘conduct risk’ was first aired in 2011 in the then Financial Services Authority’s Retail Conduct Outlook. It was described there as “the risk that firm behaviour will result in poor outcomes for customers”. More recently, the 2013 FCA Retail Conduct Outlook discussed the concept at great l...
09 February 2015
Elspeth GoodchildClient Delivery Manager at Iress
Michael ManningBusiness Development at Symbiont
Jacqueline DurbinGlobal Head of Product - Life, Pensions & Mortgage at Iress
Joshua JimenezBusiness Development at Moneymap
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