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The changing face of the financial advice market

The changing face of the financial advice market

13 June 2018

Freddie Findlater Post RDR, if you were to think about client segmentation within the financial advice industry it was likely as simple as those who had more than £100,000 to invest and those who did not – with providers arguing that the cost of servicing those clients below the threshold had become too high.  Of course, there... MORE

Hong Kong’s US$46 Billion ETF Market – Prepare for the Chinese ‘ETF Connect’ Wave

Hong Kong’s US$46 Billion ETF Market – Prepare for the Chinese ‘ETF Connect’ Wave

23 November 2017

Paul Treanor The launch of ETF Connect should drive significant monetary flows into HK ETFs from Chinese investors starved of international market exposure, potentially acting as the catalyst for a new era of growth for the Hong Kong ETF market. The deal, an exclusive cross-border scheme which will enable millions of investors in mainland China to purchase... MORE

Modernising tech – or ‘Why doing nothing is dangerous’

Modernising tech – or ‘Why doing nothing is dangerous’

8 November 2017

Kirsty Worgan With so much now bound up in IT, it is essential to make the right decision – so consider not just the short-term costs involved in investing in your technology but also the long-term benefits it can bring. Ageing technology is an issue for many firms, as companies face the twin challenges of high running... MORE

Why integral workflow systems shouldn’t be ruled out against a Business Process Management system

Why integral workflow systems shouldn’t be ruled out against a Business Process Management system

4 May 2017

Simon James Having worked in the Business Process Management (BPM) industry for nearly 20 years, primarily for software vendors, you inherit a number of preconceptions.  One of those preconceptions is that all internal/integral workflow systems are inferior to an external BPM system. This preconception is born from the fact that there is no set definition for what... MORE

Chinese FinTech – Hong Kong Fund Management’s Goliath at the Gates

Chinese FinTech – Hong Kong Fund Management’s Goliath at the Gates

7 March 2017

Paul Treanor Hong Kong’s US$2.3 trillion fund management industry has fallen behind in terms of Financial Technology (“FinTech”) driven automation and online offerings. This restricts market growth and results in higher investor costs. For Hong Kong funds, the fax machine is still King and a significant FinTech gap now exists between Hong Kong and Mainland China. The... MORE

Don’t neglect the back office – Digital strategies need to be about more than just websites

18 January 2017

Kirsty Worgan With digitalisation increasingly taking centre stage in everyday life, many financial services firms are looking to improve their digital offering in a bid to appeal to current and prospective clients. However, all too often, companies focus their attention exclusively on developing all-singing, all-dancing websites, based on consistent user experiences, without any corresponding update to their... MORE

Why tech due diligence provides the necessary edge for making M&As succeed

6 December 2016

Tony Collins Completion of mergers or acquisitions rarely happen quickly, given the wealth of due diligence that needs to take place before possible deals are agreed. The potential for entering new markets, cost cuttings via shared supply chains or increased market share, I am sure, will all be meticulously reviewed and weighed throughout the process. However, what... MORE

Super funds move investment management in-house

Super funds move investment management in-house

25 November 2015

Daryl Wright In a superannuation landscape where downward pressure on fees is a constant challenge, an increasing number of funds are seeking to gain a competitive edge by bringing parts of their investment management in-house. Traditionally, Australian super schemes have engaged specialist fund managers to manage money on their behalf across a range of asset classes –... MORE

Big data, big opportunity

Big data, big opportunity

4 May 2015

Despite its high profile and buzzword status – in practice, big data and analytics continues to be underutilised and less than adequately applied by a number of financial services businesses. With such wide recognition, why are companies still missing a trick? Historically, data was most often used as a statement of fact – what has... MORE

Whitepaper – Top 10 trends in the superannuation industry. Why funds must bite the system modernisation bullet.

Whitepaper – Top 10 trends in the superannuation industry. Why funds must bite the system modernisation bullet.

6 November 2014

Darren Stevens Following on from my previous whitepaper on the top 10 trends in life insurance, and with the upcoming ASFA National Conference just around the corner, I thought it timely to look at the superannuation industry next. This whitepaper identifies 10 major trends in the Australian super industry and assesses their future impact on the sector.... MORE