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Société Générale Securities Services selects wealth management IT system 19/08/2015
Société Générale Securities Services (SGSS) has outsourced its wealth and investment management services to JHC’s FIGARO platform.

Brewin Dolphin launches direct service 27/07/2015
Brewin Dolphin has launched a direct-to-client service which aims to provide users with more autonomy in their investment choices.

Even the older wealthy are getting turned on by digital advisory - Accenture 22/07/2015
High-net-worth investors have become avid users of digital technology for managing their finances and, despite often being older than the average investor, are just as likely as younger investors to demand digital wealth-management services, according to a Europe-wide survey by Accenture.

Video chatting to advisers catches on among the rich 22/07/2015
Almost two-thirds of wealthy investors under the age of 49 would use video-chat technology to talk to their financial advisor, new research suggests

RLAM launches asset allocation newsletter and 'investment clock' website 21/07/2015
Royal London Asset Management (RLAM) has released its inaugural asset allocation research report, Investment Clock, which monitors global growth and inflation trends to determine its strategic investment position.

Britain tops chart for European startup investments 07/07/2015
Britain has been pinpointed as the leading European economy for the startup industry.

St James's Place updates reporting methods 03/07/2015

FCA: B2C communication must be improved 25/06/2015

EXCLUSIVE: Do not ignore social media or that your advisers are already using it, Abhay Rajaram of Hearsay Social, warns diners at the PAM Annual Marketing Dinner 24/06/2015
Wealth managers are in danger of “digital Darwinism” as clients’ acceptance of social media outpaces firms’ adoption of it due to compliance concerns, Abhay Rajaram, vice president of customer success at Hearsay Social, told diners at the PAM Annual Marketing Dinner. Another danger is that individuals within the firm have already accepted these channels.

Winners and finalists outline shortcomings and strategies for success at the inaugural PAM Awards Roadshow 22/06/2015
Long-term goals, award-winning strategies and contrary market forecasts were just some of the topics under discussion when a trio of winners and finalists from this year’s PAM Awards addressed an audience of private client practitioners at the inaugural PAM Awards Roadshow last week (15/06/2015).

 
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