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SEI on pressures facing wealth managers
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
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Pimfa forum examines ESG, diversity and communication | 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. |
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Exec remuneration remains major concern for pension schemes | 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. |
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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. |
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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. |
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| Wealth Adviser Awards 2020 - Vote now! We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space. |
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