Why wealth majors are switching off their robos
05 June 2019, 11:56
Merging with traditional investment firms may be the only way for robo advisers to become profitable
Pimfa: what did it ever do for us?
30 May 2019, 09:20
A series of industry figures have questioned whether the industry body is able to coherently speak for both wealth managers and financial advisers
Get qualified! How to pass the CFA and keep your sanity
29 May 2019, 11:29
We get tips from recent graduates on the notoriously difficult CFA exams.
Clientology: the battle to convince the IT crowd
22 May 2019, 09:39
Tech professionals may be stereotyped as nerds but as wealth clients they are efficient individuals who enjoy face-t-face meetings
Wealth firms failing to keep pace with rising cyber threats
22 May 2019, 06:00
Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.
What's behind the big wealth client exodus?
15 May 2019, 06:00
The results of EY’s recent global wealth survey serve as a reminder that the customer is always king
Citywire South East: mental health - 'the last great taboo'
14 May 2019, 09:22
In light of Mental Health Awareness Week, we look back at coverage from the mental health panel at our recent South East event in Hampshire.
Mifid II: less research does not always mean better quality
10 May 2019, 11:27
Asset and wealth managers are more careful when deciding who's worth a research paycheck
Qualifications that will earn wealth managers big bucks
09 May 2019, 11:33
While CFA has heritage, the newer Chartered Wealth Manager qualification award is increasingly highly prized by employees
Are the wealth giants too big to manage change?
09 May 2019, 08:00
To say the world has changed over the last 25 years would be an understatement.