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Know Your Funds KnowYourFunds voted Best-in-Show at Morningstar Investment Conference
Fintech solution Know Your Funds – one of two fintech’s selected by PIMFA WealthTech to present to delegates at the Morningstar Investment Conference yesterday (1 ...
Know Your Funds UK SDR: fix the roof when the sun is shining
Following the publication of the FCA’s long awaited PS23/16 “Sustainable Disclosure Requirements (SDR) and investment labels” on 28th November, UK-authorised investment firms are facing a ...
Portfolio MC Fractional CMO Support Guide: Market Segmentation
Although it may sound rather complex, market segmentation is actually very simple. It is the practice of dividing your target market into approachable groups.
Clausematch Global RegTech consolidator Corlytics acquires a Deloitte UK RegTech platform
Corlytics, the global leader in regulatory intelligence, content and automated policy compliance has acquired a digital RegTech platform from Deloitte UK
Trendrating Protecting gains is now priority – Run a Health Check now!
After the remarkable rise of the last 18 months, a correction is probably now coming. Protecting the gains of the last few quarters is now ...
Ruleguard Beyond the Checklist: Unveiling the True Essence of Consumer Duty
The Consumer Duty requirements, effective since July 2023, emphasise ongoing compliance. Join our on demand webinar to prepare for July 2024, improve governance, manage risk, ...
Ruleguard Spotlight on the Appointed Representative Regime
Principal firms face scrutiny from regulators, necessitating protective measures to prevent consumer harm. Our on-demand webinar guides robust oversight of Appointed Representatives, covering AR benefits, ...
Ruleguard On demand webinar: Build a Winning Risk Strategy
The ability to identify, manage, and control risks is crucial for regulated firms. Our webinar addresses risk awareness, maturity, appetite, and practical solutions for effective ...
Ruleguard On Demand Webinar Beyond Compliance: Elevating Governance and Managing Risks Effectively
Discover robust governance with Ruleguard's webinar. Learn about GRC frameworks, board strategies, risk management, regulatory updates, and fostering a compliance culture.
Clausematch Global RegTech software consolidator Corlytics receives significant investment backing from Verdane to continue category leadership
Corlytics has signed an investment from specialist growth investor Verdane for a majority equity stake in the company. This partnership will enable the company to ...
Ruleguard Introducing Ruleguard’s Fresh New Look: Explore Our Redesigned Website!
Ruleguard's newly revamped website: A user-friendly and streamlined interface which offers users access to expanded educational content.
Accomplish Asset management client engagement playbooks
Author: Accomplish – www.accomplish.world In brief Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science ...
FINBOURNE Charting the Data Maze: Ensuring Quality in a World of Complexity
At the recent InvestOps USA event in Orlando, FINBOURNE’s Christopher Farrell and a series of data experts explored the characteristics of a ‘data-first’ mindset, and ...
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Ruleguard On Demand Webinar Navigating Disruption: Building Operational Resilience In Today’s World
Gain insights into Operational Resilience with Ruleguard’s on-demand webinar. Learn about third-party risk management, international developments, and strategies for continuous improvement.
Portfolio MC Support Guide: How FCMOs Can Develop SEO Strategies
Search Engine Optimisation (SEO) is a core marketing strategy for any business with a website. It is a medium to long term play, with the ...
