News and Articles

News, ideas and views from our FinTech and investment management community.

Any views and opinions expressed on this page are those of the respective authors and associated parties and do not necessarily reflect the official policy or position of the Investment Association or Engine, nor do they imply any recommendation, approval or endorsement of the content, the author or their associated parties.

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iStock-1185651751-1 Know Your Funds

KnowYourFunds voted Best-in-Show at Morningstar Investment Conference

Fintech solution Know Your Funds – one of two fintech’s selected by PIMFA WealthTech to present to delegates at the Morningstar Investment Conference yesterday (1 ...
. Know Your Funds

UK SDR: fix the roof when the sun is shining

Following the publication of the FCA’s long awaited PS23/16 “Sustainable Disclosure Requirements (SDR) and investment labels” on 28th November, UK-authorised investment firms are facing a ...
Latest for IA Engine Portfolio MC

Fractional CMO Support Guide: Market Segmentation

Although it may sound rather complex, market segmentation is actually very simple. It is the practice of dividing your target market into approachable groups.
John Byrne, Corlytics CEO, Kent MacKenzie, Corlytics COO Clausematch

Global RegTech consolidator Corlytics acquires a Deloitte UK RegTech platform

Corlytics, the global leader in regulatory intelligence, content and automated policy compliance has acquired a digital RegTech platform from Deloitte UK
UK, London, looking East with view of the financial district and Canary Wharf against sky at dusk Trendrating

Protecting gains is now priority – Run a Health Check now!

After the remarkable rise of the last 18 months, a correction is probably now coming. Protecting the gains of the last few quarters is now ...
How to successfully embed consumer duty Ruleguard

Beyond the Checklist: Unveiling the True Essence of Consumer Duty

The Consumer Duty requirements, effective since July 2023, emphasise ongoing compliance. Join our on demand webinar to prepare for July 2024, improve governance, manage risk, ...
Spotlight on the appointed representative regime Ruleguard

Spotlight on the Appointed Representative Regime

Principal firms face scrutiny from regulators, necessitating protective measures to prevent consumer harm. Our on-demand webinar guides robust oversight of Appointed Representatives, covering AR benefits, ...
Build a winning risk strategy Ruleguard

On demand webinar: Build a Winning Risk Strategy

The ability to identify, manage, and control risks is crucial for regulated firms. Our webinar addresses risk awareness, maturity, appetite, and practical solutions for effective ...
Beyond Compliance - Email Banner V1 IA engine Ruleguard

On Demand Webinar​ Beyond Compliance: Elevating Governance and Managing Risks Effectively

Discover robust governance with Ruleguard's webinar. Learn about GRC frameworks, board strategies, risk management, regulatory updates, and fostering a compliance culture.
Verdane Logo Clausematch

Global RegTech software consolidator Corlytics receives significant investment backing from Verdane to continue category leadership

Corlytics has signed an investment from specialist growth investor Verdane for a majority equity stake in the company. This partnership will enable the company to ...
LinkedIn - Personal Banner Ruleguard

Introducing Ruleguard’s Fresh New Look: Explore Our Redesigned Website!

Ruleguard's newly revamped website: A user-friendly and streamlined interface which offers users access to expanded educational content.
iStock-926475264 Accomplish

Asset management client engagement playbooks

Author: Accomplish –   In brief Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science ...

Charting the Data Maze: Ensuring Quality in a World of Complexity

At the recent InvestOps USA event in Orlando, FINBOURNE’s Christopher Farrell and a series of data experts explored the characteristics of a ‘data-first’ mindset, and ...
Navigating Disruption - On Demand Banner (1) Ruleguard

On Demand Webinar​ Navigating Disruption: Building Operational Resilience In Today’s World

Gain insights into Operational Resilience with Ruleguard’s on-demand webinar. Learn about third-party risk management, international developments, and strategies for continuous improvement.
Untitled_design Portfolio MC

Support Guide: How FCMOs Can Develop SEO Strategies

Search Engine Optimisation (SEO) is a core marketing strategy for any business with a website. It is a medium to long term play, with the ...

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