Eight short steps for investment management marketers planning their Consumer Duty program
The UK’s Financial Conduct Authority (FCA) has proposed new rules known as Consumer Duty, aimed
ESG and ESMA / SFDR – Some thoughts on minding your gaps in client reporting
“All Change Please. This train terminates here. There is a replacement bus service in operation
Investment Management: Selling your way out of a down-market
Time certainly flies. Four whole years have passed since we published an article citing important
“CX” means Customer Experience. So what?
CX is important in asset management. Whether firms have a formal “CX” programme (most of the
