| | Standard Life beefs up tailor made solutions on Wrap platform
Talking with Philippa Aylmer this week, Jenny Davidson, head of platform investment proposition at Standard Life, explains that their new solutions are driven by adviser client demand and that she believes that the role of financial advisers is evolving especially since Pensions Freedom. Individuals are now having to take more ownership of their investments, and as a result, they are seeking regular advice, she says.
In other news, fresh for the New Year, is TruValue’s piece on the growing sophistication of that evergreen investment sector, ESG. Artificial intelligence is transforming ESG data says Thomas Kuh, PhD, Head of Index, Truvalue Labs.
Finally, pity the company secretary in the modern world. “The volume of compliance regulations has become overwhelming,” Ian Burrell, Head of Corporate Secretarial Services, TMF Group tells Philippa Aylmer. “Consequently, the world of the company secretary has become increasingly specialist with a broad schism between the disciplines of governance and entity management.”
Beverly Chandler
Managing Editor, Wealth Adviser
Companies in this issue
Franklin Templeton
JP Morgan
HANetf
Leuthold Group
LGIM
Pacific Global
Purpose Investments
SP Funds
SS&C Alps
Standard Life
Tabula
TMF Group
TruValue
| | | | Standard Life pioneers new tech on Wrap platform | | Thu | 9 Jan 2020, 13:49 | | Standard Life has been working with a number of discretionary managers to pioneer a new technology on its Wrap platform. “We are creating a partnership and connectivity between financial advisers and wealth managers, says Jenny Davidson (pictured), head of platform investment proposition, Standard Life. |
| | | | | | | | TMF Group sees company secretaries facing growing workload | | Thu | 9 Jan 2020, 13:49 | | A recent survey of 76 jurisdictions by TMF Group, a provider of administrative support services, has found that only 25 per cent of jurisdictions require a company secretary by law. Yet the report, ‘Conquering the Complexity of Local and Global Compliance’, also found that 69 per cent of jurisdictions believe that company secretaries’ responsibilities are predicted to grow within the next five years. “The volume of compliance regulations has become overwhelming,” says Ian Burrell, pictured, Head of Corporate Secretarial Services, TMF Group. “Consequently, the world of the company secr... |
| | | | CBPE invests in Perspective | | Thu | 9 Jan 2020, 13:49 | | CBPE Capital LLP (CBPE) has invested in Perspective Financial Group Limited (Perspective), following approval from the FCA. |
| | | | | | | | Global ETF launches 19.12.19-09.01.20 | | Thu | 9 Jan 2020, 13:49 | | ETF launches continued apace over the Festive break with new offerings form several different ETF sponsor and providers. Both Franklin Templeton and JP Morgan debuted new active ETFs, while SP Funds launched its first two Shariah-compliant funds. Elsewhere, Leuthold Group launched a new ETF designed to expand access to its flagship investment strategy, and Tabula debuted a cash bond fund with a European CDS benchmark… |
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