Are wealth managers risking technological exclusion?

Suitability is back at the top of the regulator's agenda this year, but many wealth managers are still behind the curve, according to Wealth Dynamix CEO Gary Linieres

Since the FCA delivered its business plan for 2015/16, it has become clear the conduct risk regulations that started to crystallise this year - calling for sweeping changes across the wealth management sector in all aspects of client management - require firms to focus and prioritise on data records.  It is also clear evolving through sound technology investment will be the only means for wealth managers to truly future-proof their business and remain competitive.  How institutions manage client business is ever more under the spotlight and is now mission critical for any serious weal...