Contributor: Don Canning
As we enter the post economic crisis era the insurance industry continues to face ever increasing competition and more stringent regulatory requirements, which is driving carriers to seek greater enterprise risk management (ERM) visibility and control across their organizations.... read more
senior vice president, advisor and investment solutions, SunGard’s wealth management business
Contributor: Sean Cunniff
Historically, the financial planning and advice industry focuses on advisor-centric offerings targeted at higher net-worth clients. The delivery has varied across many types of firms, but the essential program has remained the same — a very skilled (and highly compensated) advisor, serving a small number of relatively wealthy clients. The most prevalent model consists of the advisor having a series of face-to-face meetings with the client to gather information about goals and objectives, assets and liabilities. The advisor then formulates a financial and/or investment plan and again meets face-to-face with the client to deliver the plan.... read more
Contributor: Dean Young
I have been travelling recently, conducting a series of meetings and interviews with customers and prospects from around the globe and there seemed to be a common theme – everyone is excited and investing in mobile channels. But is this at the expense of our traditional face-to-face channels?... read more
Contributor: Mark Gialo
The success of any firm’s wealth management business depends in large part on the capabilities of the technology that is employed. When evaluating your wealth management technology or evaluating a vendor offering, consider these critical needs:... read more
Contributor: Luc Belpaire
Much has been said about SEPA (Single European Payments Area), the initiative to harmonizse Euro denominated payments in Europe. So far, SEPA has not been the success that some expected it to be. With SEPA credit transfers now at 20.5% of all credit transfers and SEPA direct debits at a mere .13% of all direct debits (source: European Central Bank, June 2011), there is still a long way to go. Compare this to the initial planning of the European Payments Council which was to have everything migrated by the end of 2010.... read more
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