Wealth Adviser Newsletter

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NEWSLETTER | 24 Jan 2020

This week’s top story is Philippa Aylmer’s interview with SEI’s Brett Williams. “There are more opportunities than ever, but maximising those opportunities is risky and expensive,” he says. “Wealth managers are under increasing pressure to offer technology-driven efficiency and superior user experiences, while also keeping pace with the increasing regulation.”

In other news, Broadridge announced this week that it is to buy FundsLibrary and we also carried a report on its survey that showed that advisers are increasingly turning to ETFs over mutual funds.

Voting is now open for the Wealth Adviser awards for 2020. Please click here to place your votes.

Beverly Chandler

Managing Editor, Wealth Adviser

Companies in this issue
Amun
Broadridge
FundsLibrary
Pimfa
Russell Investments
SEI
UBS

SEI’s Brett Williams on future-proofing wealth management systems

Thu | 23 Jan 2020, 13:10

Wealth management firms face significant challenges when trying to keep pace with both technology development and regulation, explains Brett Williams, Managing Director, UK Private Banking at SEI.

Thu | 23 Jan 2020, 13:10

A new survey from Broadridge of over 500 financial advisers has revealed that ETF demand is predicted to continue increasing in 2020 and that advisers overwhelmingly plan to shift away from actively managed mutual funds.

Thu | 23 Jan 2020, 13:10

The Personal Investment Management and Financial Advice Association (PIMFA) hosted its 2020 Financial Adviser Forum at Farrer & Co, in London this week with the 100 delegates discussing retirement, managing risks and client communications, intergenerational wealth, and ESG.

Thu | 23 Jan 2020, 13:10

Deutsche Bank Wealth Management has started offering clients access to its strategic asset allocation (SAA) process in response to demand for tailored long-term portfolio strategies set by the business’s Chief Investment Office (CIO).

Thu | 23 Jan 2020, 13:10

Executive remuneration remains a major concern for pension scheme shareholders as the number of remuneration-related resolutions that received significant levels of dissent (55) during the 2019 AGM season remained high, a Pensions and Lifetime Savings Association (PLSA) report has found.

Broadridge to acquire FundsLibrary

Thu | 23 Jan 2020, 13:10

Broadridge Financial Solutions is to acquire FundsLibrary, a specialist in fund document and data dissemination in the European market, from its parent company Hargreaves Lansdown.

Global ETF launches 16-23.01.20

Thu | 23 Jan 2020, 13:10

This week’s new launches include a first from Amun with the debut of a bitcoin inverse tracker ETP providing investors with exposure to negative bitcoin price movements. Elsewhere, UBS launched a new commodities carry trade ETF, while Russel Investments debuted its initial actively managed exchange-traded fund series (ETF series) based on key Russell Investments mutual funds.