Moneyinfo tech events

Think about advice differently. Discover how a new breed of technology suppliers are reinventing traditional advice processes. Learn how these companies are providing an innovative approach to specific challenges when delivering advice. Moneyinfo and Threesixty Services are organising a series of Technology Events events in June and July as follows: Dates and locations: Tuesday 9th…

Virus vs Markets

Virus vs Markets There is an unfortunate history of epidemics around the world, with Coronavirus being the most recent outbreak. Since 1981, there have been 13 major cases recorded globally, with the MSCI World Index falling 9 out of 13 times (69% of the time) in the month following the outbreak:   Source: Charles Schwab,…

What is PROD?

Living with PROD Where would regulators be without their acronyms? Nevertheless, PROD has potentially far-reaching consequences for your business. Understanding your shared responsibilities with product providers and fund platforms is critical. What is PROD? Designed by the UK Financial Conduct Authority (“FCA”) to ensure compliance with MiFID II, PROD – or ‘Product Intervention and Product…

Both sides of the coin

Both sides of the coin This article looks to recap on the highs and lows of 2019 and what we can learn from what we have seen and heard across the industry. Against a strong and stable market backdrop that saw global equity markets continue to march higher and higher, the year came with a…