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14 March 2023
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Welcome to our latest newsletter. In this edition, we have curated a set of articles covering a wide range of topics that we believe will be of great interest to you. Experts have shared insights and recommendations on the current state of the advice tech landscape, multi-asset funds, the impact of COFI on FSPs, gas stabilization of the national economy, and organizational objectivity. Thank you for choosing our newsletter as your source of information. We hope you find it valuable and informative. Please feel free to share your feedback with us.
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DFM Round Table Discussion
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Zeldeen Müller, CEO, inSite Connect, explains why boards need to know exactly where meeting recordings, transcripts and sensitive information are being stored – and who ultimately controls that data....
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Cohen & Steers is a leading global investment manager specialising in real assets and alternative income, focused on delivering attractive returns, income and diversification. Blue Chip finds out more in this interview with Sean Cooney, Head of UK Wealth, Global Wealth Management at Cohen & Steers....
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"Thank you, Momentum, for 34 unforgettable years," said Danie van den Bergh, one of the great characters of the financial planning industry, when he retired at the end of August....
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Many advice practices depend heavily on a small group of leaders. The challenge with that model is that knowledge, relationships and decision-making become concentrated in too few people, writes CEO Craig Kiggen, CEO of Consolidated Wealth Group....
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Zeldeen Müller, CEO, inSite Connect, explains why boards need to know exactly where meeting recordings, transcripts and sensitive information are being stored – and who ultimately controls that data....
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Cohen & Steers is a leading global investment manager specialising in real assets and alternative income, focused on delivering attractive returns, income and diversification. Blue Chip finds out more in this interview with Sean Cooney, Head of UK Wealth, Global Wealth Management at Cohen & Steers....
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