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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.

FCA's proposed social media rules 'unrealistic', says PR agency 10/11/2014
PR agency chiefs have dismissed proposals that clients should be obliged to sign-off social media posts drafted on their behalf

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.

Ada King – the voice of IT: I want a Lamborghini – Or do you? 05/11/2014
Ada King - our regular IT expert.

Online advice and discretionary manager selects Equiniti as outsourcing platform 04/11/2014
Money on Toast, an online investment advice and discretionary management service owned by CPN Investment Management, has selected Equiniti Wealth Solutions as its outsourcing platform.

Wealth management and social media – discover what the sector and the FCA thinks 03/11/2014
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.

Trio merge banking expertise to launch IT-based investment advisory platform 31/10/2014
Liechtensteinische Landesbank, Avaloq and swissQuant Group have collaborated to develop a future-oriented IT platform for investment advisory.

 
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