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Comment, Analysis & Research

07/11/2018

IRESS sees continued increase in protection new business applications in H1 2018

This growing popularity reflects the positive steps taken by providers in the market to make products more innovative and introducing new initiatives that are engaging more people with the benefits of protection.

07/11/2018

Investors ditch financials for defensives, says AJ Bell

Nervous investors shun financials and crowd into ‘safer, stodgier’ sectors where they also need to remain mindful of risks, says broker.

07/11/2018

How can we ensure that Big Data does not make us prisoners of technology?

Speech by Charles Randell, Chair, Financial Conduct Authority and Payment Systems Regulator, delivered at Reuters Newsmaker event, London.

07/11/2018

A bank-by-bank guide to bonus happiness

Emolument asked more than 2,500 bankers how happy they were with their latest bonus — the results may surprise

07/11/2018

Why wealth managers need to find fintech partners

She sees digital banks as the next step in open architecture, moving away from the traditional

07/11/2018

Robo and platforms to grow UK assets £100bn by 2023

The focus will shift from the provision of online decision trees leading consumers to a pre-packaged portfolio, and move more towards advice.

07/10/2018

SocGen CEO sees potential for 'incremental' acquisitions in Europe

Societe Generale last week agreed to buy part of German bank Commerzbank’s market activities.

07/10/2018

Revealed: The leading wealth managers of 2018

There are new entrants to the UHNW and HNW top tens of the Spear’s Wealth Managers Index, after another fascinating bull market year

07/09/2018

'Money,Money, Money' - five tips for intergenerational wealth... By Penny Lovell

The long and the short of it is that we all need to start talking money more and financial education has never been more important than today

07/09/2018

The long march of the bezzle by Tim Price

Easy money has a tendency to trigger what will, after the fall, become known as malinvestments.

07/09/2018

Ex-RBS Chief, a Symbol of British Banking Excess, Retires to Life in Scotland

Fred Goodwin, who helped turn RBS into an international powerhouse, was stripped of his knighthood and is no longer a banker

07/09/2018

Sovereign wealth funds start to cool on private equity

Fears grow that rising competition for assets will hurt returns

07/09/2018

Consumers are embracing AI and will reward organizations that offer more human-like AI experiences

The research also included interviews with several key industry stakeholders and academics.

07/09/2018

SocGen chairman calls on regulators to help strengthen Europe’s banks

“Europe is, in many ways, overbanked and there are still a lot of banks, some big banks and some small banks that are still struggling. But there’s not going to be an overnight solution,” Rudman added.

07/08/2018

Standard Chartered Europe boss defends bank’s culture after spate of resignations

Tracy Clarke said the company does not have a ‘toxic’ work environment.

07/08/2018

Small whisky distillers follow big brands into Asian markets

Independent Scotch producers target affluent and thirsty middle classes

07/06/2018

UK asset managers need to go further for LGBT staff

Investment body highlights areas where workers can be made to feel more comfortable

07/06/2018

6 major wealth funds agree to encourage greener economy

The document is to be formally presented during a meeting in Paris of the heads of the funds with French President Emmanuel Macron and Norwegian Prime Minister Erna Solberg.

07/06/2018

Morningstar Analyst Ratings – weekly update

Weekly roundup of Analyst Ratings and fund research reports

07/06/2018

Forty per cent of financial firms at risk of MiFID II penalties, research reveals

Employees in the survey agreed that if they could record and recall information more effectively

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Award recognizes milestone in the Private Bank’s digital transformation

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Fire and rehire: The UK Government postpones new protections to March 2027 and publishes related consultation/response to consultation

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Nordnet AB publishes its third quarter 2026 interim report

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New SFDR 2.0 rules must ensure categories are investable and avoid unnecessary bureaucracy

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TPR sets expectations on “hidden” concentration risks in pension portfolios

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