Novaplex has completed another successful implementation of Template Studio Software at Lester Aldridge “The migration to Aderant Expert meant we had to revisit our existing template environment and, after reviewing the market, we selected Template Studio Docs and Print as it met all of our needs and more.  In addition to their in-depth domain expertise […]

There are many reasons as to why your firm should explore integrating a payment portal to its website and as web integrations are becoming a huge trend it’s not too late for your website to be providing more than just a visual shop window that displays service offerings. Now more than ever, clients want to […]

A guide for Practice Managers tasked with pulling together a short-list. If you’re reading this then you won’t need telling about the winds of change blowing through the legal landscape. It’s a familiar tale. Everyone it seems is expecting twice as much to be done, in half the time for no more money! The rising […]

Microsoft Office 10 is still in use in organisations and also on many home PCs.  The deadline, which is fast approaching is 13 October 2020.  It is strongly advised that you upgrade as Microsoft will no longer provide security updates and support for this version of the software and therefore individuals and Organisations are at […]

Over the past decade, financial service providers have had to keep up with a rapidly expanding regulatory environment.  The current situation exposes financial institutions to fines, penalties and reputational damages. It also weighs on their ability to deliver services efficiently and expand their business activities quickly. In this whitepaper, we focus on compliant investment advice. […]

In this whitepaper, we show the urgent need for wealth managers to work with machine-readable regulations.We argue that machine-readable regulations are an integral part of digital wealth management solutions and that they are becoming increasingly important. We propose that digital regulations allow wealth managers not only to give compliant investment advice, but also to expand […]

In asset management, exploring investment opportunities beyond the regional borders has become as natural as capitalising on those within them. As financial institutions seek out new growth opportunities, both institutional and retail investors look to allocate assets where safe and possible to benefit from the potential of market opportunities. The global nature of fund distribution […]

There is no doubt that at the start of this year, none of us were aware of the COVID-19 crisis that was just around the corner and how this would ultimately impact on us, both professionally and personally. The legal industry was no different, law firms had to swiftly respond to the lockdown restrictions imposed […]

A recent tm:tv session has highlighted that the property industry still has a long way to go before it can be considered truly diverse. Hosted by mio’s Emma Vigus, the panel representing estate agents, surveyors and conveyancers shared their experiences of how the industry is failing to offer opportunities to ethnic minorities, as well as […]

A recent tm:tv session has highlighted that the property industry still has a long way to go before it can be considered truly diverse. Hosted by mio’s Emma Vigus, the panel representing estate agents, surveyors and conveyancers shared their experiences of how the industry is failing to offer opportunities to ethnic minorities, as well as […]

In today’s global financial landscape, managing wealth on a cross-border basis has become industry standard. Whether looking to reach an international and mobile client base or to offer competitive investment services, opportunities often emerge beyond the local territory. As with every silver lining there comes a drawback. In the aftermath of the financial crisis, the […]

In the digital and ever-connected business environment, the exchange of personally identifiable information (PII) happens everywhere. Management of this data can easily be subject to risk. Regulatory ambiguity and inconsistent data protection practices are one aspect, while the international context adds an additional layer of complexity. Given the broad scope of application, many organisations struggle […]

Today’s wealth management industry is marked by tough competition, growing customer demands and constant regulatory scrutiny. To position well in the market, firms need to deliver superior investment advice, including personalisation and compliance with global regulations. Although vital to investors, incorporating compliance and suitability standards into the investment advisory process can be challenging due to […]