06/25/2015

Technology, distribution and the future of wealth management

John Clougherty, head of UK retail at Fidelity Worldwide Investment discusses how technology is changing the wealth management space, the rise of robo-advice and what he thinks the financial services sector is likely to look like in five years.

06/23/2015

The Wealth Manager's Dilemma - John Blackman, JHC

Industry surveys show that the majority of firms expect to increase their compliance spend by more than 10% this year, and for most there will be additional business requirements competing for investment, such as a highly engaging ‘digital experienc