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Defaqto reveals advisers' preferred DFM providers

Defaqto reveals advisers' preferred DFM providers
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United Kingdom , Brewin Dolphin , Fraser Donaldson , Schroder Co , Investment Management , Tatton Investment Management , Brooks Macdonald , Waverton Investment , Rathbone Investment , Investment Consultant , Consumer Duty Regulation , Consumer Duty ,

AI-driven change and data management simplicity — key technology trends for 2024

We can't predict what 2024 holds in store - but there are trends in data management that organizations should be mindful of. Richard Timperlake of Confluent. ....

United Kingdom , Financial Conduct Authority , Consumer Duty Regulation , Artner Zone , Machine Intelligence And Ai , Nalytics Planning And Data Analysis , Financial Services And Fintech ,

Why insurers communicating via post aren't Consumer Duty compliant

As the Consumer Duty deadline fast approaches, Phil Shelley, chair of regtech company docStribute and a former Goldman Sachs banker, explains why insurers ....

Phil Shelley , Financial Conduct Authority , Goldman Sachs , Consumer Duty , Consumer Duty Regulation , Financial Conduct Authority Fca , Goldman Sachs , Consumer Duty ,