Tag: asset management

Zeidler Group: SEC marketing update is narrow, not seismic

Zeidler Group said the SEC’s latest Marketing Rule FAQs, released last Friday, are a targeted clarification rather than a market-moving shift, and warned asset...

One in two respondents said integrating wealth management with FinTech firms...

Asset and Wealth Management trends: 300 global asset and wealth management leaders were surveyed on convergence and growth trends over the next five years ...

AIFMD II and distributors: independence vs control

Under AIFMD II, Article 20(6a) introduces an explicit carve-out from the delegation regime for the marketing function in Annex I, point 2(b), when marketing...

Zeidler expands MMR-Tool for Singapore marketing compliance

Zeidler Group has expanded the Singapore coverage of its Marketing Material Review Tool (MMR-Tool), adding new checks designed to help asset managers and other...

From ESG hype to credibility: what wealth management faces in 2026

As the industry draws a line under 2025, it would be easy to characterise the year through its loudest narratives: the backlash against ESG,...

Eastspring strengthens FX trading with SGX FX partnership

Eastspring Investments, a global asset manager and the $286bn asset management business of Prudential plc, has partnered with SGX FX to strengthen its foreign...

Zeidler Group adds TPT to expand FinDatEx reporting

Zeidler Group has strengthened the regulatory reporting capabilities of its Zeidler Swift platform by adding support for the Tripartite Template (TPT), extending its coverage...

Broadridge completes Acolin acquisition to expand cross-border fund distribution

Broadridge Financial Solutions, a global FinTech company, has completed its previously announced acquisition of Acolin, a European provider of cross-border fund distribution and regulatory...

GIPS reporting in 2025: fees, composites and SEC pressure

Investment managers are entering 2025 facing a more demanding compliance environment, shaped by heightened regulatory scrutiny and rising expectations from institutional clients. According to...

Climate risk assessment for European insurers: 2025

Ortec Finance has released a 2025 update to its climate risk assessment for the European insurance industry, following the publication of its initial report...

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