Model Bank Award Winners Announced

Every year we feel privileged to receive so many amazing stories from financial institutions from all over the world, and a little daunted by the prospect of having to pick the most worthy award recipients


Managers prepare for MiFID II by shifting gears with research

Money management firms are grappling with a requirement under incoming rules that will change the way they access and pay for research. The second iteration of the Markets in Financial Instruments Directive, a European regulation set to come into force J


To- big-to-fail banks rapped for lax risk practices

The report is based on the results of a self-assessment survey completed by authorities having supervisory responsibility for G-SIBs and reviews progress in implementing the Principles during 2016.


Wealth Management in 2017: Oh, the Humanity!

At the 2017 CFA Institute Wealth Management Conference, speakers explored different aspects of the adviser’s role and the ways that a human perspective can be applied to deliver value to clients.