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| Impacts & Key Challenges facing Wealth Managers in light of RDR proposals published 25th June 2009 » |
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The Financial Services Authority (FSA) consultation paper on the Retail Distribution Review (RDR) was published on Thursday 25th June. This sets out the rule changes that will be made and will come into force at the end of 2012. Whilst the reforms are not aimed at Wealth Managers as such, they are likely to have a profound impact on the structure of the market for products and services to manage client’s wealth. Coming at a time when the needs of customers are evolving rapidly, this will pose a unique set of challenges and opportunities.
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| HOW HAS ASSET SERVICING CHANGED? » |
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Alasdair Kinloch, comments for FusionExperience
Q1: Are you seeing a flight to security in the asset ownership/asset management industry and if so, what are the implications for asset servicing?
Q2: What other trends are you seeing in terms of asset servicing and asset servicing consultancy?
Q3: What is the crucial piece of advice you would give your clients?
Viewpoint: Consultant’s survey, BNP Paribas Securities Services
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| Simplicity is the ultimate customer experience » |
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Freddie McMahon, Head of Customer Experience Practice at FusionExperience examines how engaging with customers is about streamlining interactions across all touchpoints for definitive outcomes. “In a market where the customer really is king, the real risk comes in failing to act and in merely maintaining the status quo”. Published in MFT Focus, part of Fidelity International.
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