In 2017 we completed a ‘flash survey’ among our clients to assess their use and experience of market data providers for the provision of index data, security reference data, prices and fundamental data. This paper outlines our findings.
Download our white paper by James Hockley
There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry. Down load our white paper to learn more
The ‘Dear CEO’ letter on outsourcing issued by the FSA (now FCA) in December 2012 was prompted by the regulator’s concerns around the deficiencies and inconsistencies exhibited by the asset manager community around their management and oversight of material outsourcing relationships. Download this white paper to learn more
Our study offers detailed insights into the key challenges of incoming FCA PRA regulation