Bringing you live news and features since 2006 

New digital systems support orderly approach to wealth

RELATED TOPICS​

It’s all about keeping everything in order in the wealth world this week. Our interviews in this week’s newsletter detail ever more sophisticated methods of keeping client information, from the initial ‘know your client’ requirements through to the back-office function. 

This month sees the sixth outing for Wealth Adviser’s awards and six years ago we were commenting on consolidation and realignment in the wealth industry in an effort to manage spiralling costs which are eating away at margins. 

Nothing changes but maybe the increased digitalisation of the wealth industry and its associated administrative underpinnings offers something of a solution, and this week sees interviews with two firms set upon lightening the load.

If you’re not already registered to receive our free weekly newsletter, please click here.

Read this week’s Wealth Adviser Newsletter here.

Beverly Chandler
Managing Editor, Wealth Adviser

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by