As rapidly evolving technology, profitability pressure and customer-driven experiences continue to shape the wealth management landscape, traditional financial services firms face an array of risks that are growing more prominent, SEI Wealth Platform has warned.
However, SEI believes firms that view these increasing risks as an opportunity to drive change throughout their business will have much to gain as the wealth management industry evolves over the long-term....
Despite improved risk appetite
FOS award limit increase
Relates to 136 million transaction reports
Ceremony will take place 13 November