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Morgan Stanley launches multigenerational e-learning program 15/12/2014
Morgan Stanley Wealth Management has launched an interactive e-learning program designed to help its Financial Advisors better serve clients’ growing multigenerational needs. Known as the Institute of Family Wealth Management (IFWM), the program will provide advisors with the resources required to develop individual relationships into family relationships.

Capita launches tracing and verification service to reunite consumers with unclaimed assets 08/12/2014
Capita Employee Benefits has developed a new service which will help banks, pension trustees, life companies and other organisations redistribute lost assets amongst their owners.

Private banking on the cusp of great change - Crealogix 05/12/2014
Private banking is embarking on a "digital journey" akin to the upheaval in news, books and music publishing over the past 20 years according to ebanking provider Crealogix.

Coutts claims a first with customer video conferencing initiative 01/12/2014
Coutts is to launch a pilot scheme that enables it to video call their adviser through their mobile device, tablet or PC.

High salaries are holding back strategic investment in wealth management - FCA 26/11/2014
Strategic long term investment in private banking technology is being held back by spending on salaries according to FCA’s Rob Taylor.

EXCLUSIVE: Facebook drops out of favour but wealth management social media usage is on the up despite regulatory concerns, 2014 PAM Insight Social Media Survey shows 21/11/2014
Social media usage in the wealth management sector has increased in the past twelve months despite ongoing concerns about regulation and compliance, according to the 2014 PAM Insight Social Media Survey.

Fusion Wrap Platform to offer access to Quilter Cheviot's Managed Portfolio Service 19/11/2014
Discretionary investment firm Quilter Cheviot has partnered with Fusion Wealth to provide advisers with access to its Managed Portfolio Service (MPS) via the Fusion Wrap.

Wealth management and social media – discover what the sector and the FCA thinks 12/11/2014
The Financial Conduct Authority (FCA) will be amongst the participants in the panel discussion at the second annual Social Media Forum organised by PAM Insight and Citigate Dewe Rogerson.

Northern Trust on social media for business growth: A 'how to' guide with Hearsay Social 06/11/2014
Speaking at Marketforce’s 12th annual ‘The Future of Private Banking’ conference (3/11/2014), Sheryl Larson, head of marketing and communications, Northern Trust and Miguel Cancino, solutions consultant at Hearsay Social, a financial services specific social media management platform, gave their advice for a successful adoption of social media.

The future of private banking in the digital era, according to Coutts' Joe Norburn 05/11/2014
“Digital is critical, the traditional model is no more.” If there was one message that resonated above all others at yesterday’s ‘The Future of Private Banking’ conference (3/10/2014), it was that of Coutts’ managing director, digital & front office solutions, Joe Norburn. But whether this prospect manifests itself as complementary to - or a replacement of – the centuries-old sector was the real concern.

 
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