October , 2023

Sustainable Comms in Financial Services: A Moral and Strategic Imperative - Beyond Encryption How to Embed Consumer Duty in 7 practical steps - Beyond FS The Four Cornerstones Of Financial Wellbeing - Chris Budd Does your portal support your IFA stakeholders? - Crealogix The Art of Engaging Affluent Investors: the opportunities presented by asset aggregation and real time strategic insights - Figg Navigating Tax Reporting Challenges in Wealth Management: A Technological Approach - Financial Software Ltd Driving Growth in an Era of Disruption - FIS Global How to create risk ownership within your firm - Ruleguard MiFID Transaction Reporting – 2023 and beyond…. - Kaizen Reporting A 5-step framework to aid a successful business transformation - SEI Wealth Platform New study reveals the three pillars for wealth managers to unlock opportunity in challenging times - Objectway

June , 2023

A UK First for Transparency across Managed Portfolios - Morningstar Digitising wealth management is crucial for client satisfaction and employee wellbeing - Industrial Thought Group From One-Time Buyers to Lifelong Customers: Increasing After-Purchase Engagement in Wealth - Kidbrooke Cyber Risk Management: 6 reasons why you need independent assurance - Mitigo Group Mastering Operational Resilience: An Outlook in to 2025 - Pershing How to place value on protection in tough times - Royal London Digital transformation in the Financial Services industry: Adapt or get left behind - RSM UK Defining a vulnerable client in a Consumer Duty world - Dynamic Planner Joint Review of the Senior Managers and Certification Regime - Thistle Investments

March , 2023

Is Sgt Pepper an Anti-Hero? Differences and Differentiation - Altus Communicating ESG Investments to Customers - Dorsum Outcomes Monitoring in a Consumer Duty World - Square 4 After the Latest Crypto Winter, Wealth Management Firms Could Bring About a Crypto Spring - Crealogix How Can FCA-Regulated Firms Master Operational Resilience in a VUCA World? - Ansarada Navigating the Complexities of Data Sovereignty in the Financial Services Industry - Worldr What Does the UK's Digitisation of Share Certificates Mean for Advisers? - Euroclear Living With the New Consumer Duty - An Employee Perspective - Worksmart A Battle Plan to Win on Customer Experience - Objectway Sharpfin Trend Report 2023 - Sharpfin