08/31/2021
SRD II: Preparing for the Road Ahead
Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.
08/31/2021
Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.
08/30/2021
With most SIPPs on the market still relying on paper-based transactions, WealthKernel’s digital SIPP now provides an innovative, digital-first alternative to those wanting to be more proactive with their pension savings.
08/27/2021
The company currently claims to offer more than 90% coverage of all major European markets
08/27/2021
Open banking allows consumers, financial institutions, and third-party service providers to use the network of accounts and data across institutions.
08/27/2021
The capital will support the company’s international expansion, with several acquisition targets already identified.
08/27/2021
This is a key regulatory requirement for in-scope CASS 5 firms and those firms must be able to show evidence of compliance with the FCA CASS rules.
08/26/2021
The program starts on September 6 and concludes in November 2021.
08/26/2021
These functions include complying with anti-money laundering regulations, handling governance, and supporting asset management activities.
08/26/2021
Partnerships with countries including the United States, Australia, South Korea and other fast-growing markets
08/26/2021
The CBI has a strong track record as a regulator committed to delivering quality financial authorisation and supervision.
08/26/2021
According to Objectway’s research Setting the Digital Agenda for the Next Normal, the wealth industry is currently fast-tracking digital development to improve internal performance and maximise client experience.
08/26/2021
Amazon has had a limited insurance operation in the UK for several years.
08/26/2021
A final decision is yet to be made as the exchange is in ongoing talks with supervisory bodies on the Old Continent.
08/25/2021
It is the latest example of firms using incentives to attract staff as they struggle to recruit.
08/25/2021
Tezos is an open source Proof of Stake blockchain network that offers security, reliability, and speed for the next generation of financial services products.
08/25/2021
The fintech says it will use the product to offer its users additional retirement saving capabilities alongside their traditional pension pots.
08/24/2021
Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.
08/24/2021
This requires a culture of proactive change that is typical of a technology-forward institution.
08/24/2021
Lombardy emerges as a leading region for the number of ventures, with 169 HQ out of the 345.
08/24/2021
Group net profit increased to CHF 71.1 million. All three market divisions and booking centres contributed to this robust growth.