In this webinar, originally held on November 30th, David Joyce, UK CEO at CREALOGIX and Alan Blanchard, Head of UK Business Development at Apiax, in a discussion hosted by Stephen Wall, Co-Founder of The Wealth Mosaic, discussed one of the key challenges facing wealth management firms – regulatory compliance in the age of digital wealth services. Topics under discussion included whether there is any separation between compliance and client requirements; how far the aims of Open Banking regulations have been achieved and whether digital solutions are an added layer of complexity or a solution that brings wealth management firms closer to investors.
Duration: 45 to 60 minutes
Participants/panellists:
- David Joyce, CEO, CREALOGIX UK
- Alan Blanchard, Head of UK Business Development at Apiax
Host:
- Stephen Wall, Co-Founder, The Wealth Mosaic
NOTE: We would like to apologise for the poor audio quality of Stephen's microphone. It gets better as the webinar goes on.
