transfer agency

Dec 21, 2020

Charles Schwab UK fineCharles Schwab UK, the broker, has been fined by the UK financial regulator for safeguarding and compliance failures.

Dec 21, 2020

MiFID II, data management, EMTA digital utility has managed to lower data management costs related to MiFID II by over £100,000 (€110,000) for firms involved in the project.

Nov 25, 2020

Richard_ClarksonOracle’s global head of solutions, Richard Clarkson, charts the evolution of the transfer agency model from its simple beginning to its digital future.

Oct 22, 2020

Richard_ClarksonOracle’s global head of solutions, Richard Clarkson, charts the evolution of the transfer agency model from its simple beginning to its digital future.

Sep 23, 2020

blockchain fund distributionAllfunds, the fund platform, is introducing blockchain technology to increase fund distribution capabilities.

Apr 07, 2020

Fees_risingThere is still a significant impact on investment returns for retail investors due to costs that are on average 40% higher than for institutional investors, Europe’s financial watchdog says.

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