Wealth Management

Achieving DORA Compliance: The Role of Data Virtualisation

By: Charles Southwood, Regional Vice President, Northern Europe and South Africa, Denodo From January 17th 2025, the Digital Operational Resilience Act (DORA) is set to reshape the financial sector's approach...

How leaders are bridging sustainability goals and financial strategies in a shifting regulatory landscape

Erik Saito, senior vice president, global strategic advisory at Workiva. For too long, businesses have made unsubstantiated claims about...

AI-powered insurance: Balancing innovation and security

Pal Megyes, Client Solutions Director at GFT With the increasing integration of emerging technologies into everyday life, individuals have...

The circular economy investor opportunity

Ian Thomas, Managing Director, Turquoise The circular economy is rapidly transforming waste management across the UK and Europe, presenting...

From attention to retention: how personalisation will build trust and define banking in 2025

By Andrew Stevens, Principal, Banking and Financial Services, Quadient The pressure on financial service organisations to win and retain customers...
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THE BIGGEST CHALLENGES FACING INVESTORS RIGHT NOW

- Anthony is CEO and Co-founder of SeedLegals   With Covid restrictions tightening and the government instructing all companies to ensure their employees work from home...

NAVIGATING THE GLOBAL INVESTMENT LANDSCAPE

By Francois van der Merwe, Portfolio Manager at Absa Multi-Management   We are living in extraordinary times. The United States (US) economic expansion is now the...

AN ULTIMATE GUIDE TO TURNING YOUR EARLY RETIREMENT DREAM INTO A REALITY

Rick Pendykoski is the owner of Self Directed Retirement Plans LLC, a retirement planning firm based in Goodyear, AZ.   This article is for all those...

THINGS TO CONSIDER BEFORE LEAVING A PROPERTY EMPTY

A recent study by HomeProtect on unoccupied homes has revealed that there are in excess of 200,000 properties across the UK sitting empty. This...

THE SHARING ECONOMY AND HOW YOUNG DRIVERS GET THE INSURANCE THEY NEED

By Graham Cutbill-White - Head of Insurance Content,Tempcover Students and generally young people under 25 are a wonderful example of how a generation can totally...

HOW CHATBOTS ENSURE PREMIUM SERVICE IN INSURANCE

Insurance providers, such as AA Ireland, are transforming customer engagement and increasing sales conversion rates using chatbots and conversational AI, explains Cathal McGloin, CEO...

Crowdfunding new property developments: 10 tips for would-be investors

Frazer Fearnhead, CEO and founder, The House Crowd Despite attempts by government to alleviate the UK’s current housing crisis, we cannot rely exclusively on public money to...

THE COMPLETE GUIDE TO TRANSFERRING SHARES FROM ONE DEMAT ACCOUNT TO ANOTHER

A Demat Account functions like a savings bank account with the obvious difference in the fact it stores stocks instead of money. To be...

TRADING ROOMS OF THE FUTURE – IPC’S OUTLOOK FOR 2021

By Craig Campestre, Chief Revenue Officer, IPC   The Covid-19 pandemic did not just affect our clients. As soon as the virus started to spread around...

Harness Technology to Better the Wealth Management Client Experience

By: Joseph Wang, Data Scientist at VRGL   At its core, technology is developed to make the lives of its users better. As more industries continue...

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